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Nick Chatterton

Nick Chatterton

Financial Adviser

Sydney, NSW 2000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Nicholas Chatterton is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation in finance and accounting from the University of Queensland (Bachelor of Commerce, 2013), Nicholas combines academic rigor with practical expertise gained through a Diploma of Financial Planning (Kaplan, 2016), an Accredited Derivatives Adviser Level 1 certification (Kaplan, 2023), and a Graduate Diploma of Financial Planning (Kaplan Professional, 2025). Nicholas is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management strategies, securities, derivatives, and government debt securities. He is passionate about empowering clients with the knowledge and tools they need to make informed decisions and build a secure financial future. Key services offered include: • Superannuation advice and planning • Comprehensive wealth management solutions • Investment strategies for securities and derivatives • Guidance on government debt securities • Tailored financial planning to meet individual needs Ready to take control of your financial future? Contact Nicholas today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Securities investment Financial planning Retirement planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001272900

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Nicholas Chatterton offer?

Nicholas provides advice on superannuation, wealth management, securities, derivatives and government debt securities. He offers tailored financial plans to suit individual needs and goals.

What are Nicholas Chatterton's qualifications and experience?

Nicholas holds a Bachelor of Commerce (Accounting & Finance) from the University of Queensland, a Diploma of Financial Planning from Kaplan, an Accredited Derivatives Adviser Level 1 certification from Kaplan and a Graduate Diploma of Financial Planning from Kaplan Professional. He is also an ASIC-registered financial adviser.

How can wealth management advice help me?

Wealth management advice helps you to create and manage a portfolio of assets (such as shares, property and bonds) in line with your risk profile and investment goals. It ensures you have a diversified and well-structured portfolio which is monitored regularly.

What can I expect during my initial consultation with Nicholas?

During your initial consultation, Nicholas will take the time to understand your current financial situation, your future goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and explain his advice process in detail.

How does Nicholas approach superannuation advice?

Nicholas can provide advice on choosing the right superannuation fund for your needs, consolidating multiple super accounts, and developing strategies to maximize your superannuation savings for retirement. He can also provide advice in retirement about how to draw down your superannuation in a tax effective manner.

Get in Touch

Contact Nick directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.