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Richard Nicholls

Financial Adviser

Blue Lantern Financial Services Pty Ltd
Sydney, NSW 2000

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About

Richard Nicholls is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Services, an SMSF Specialist Advisor (SSA) Accreditation, and a Masters of Commerce (Financial Planning), Richard possesses a strong foundation of knowledge and expertise to guide you through the complexities of the financial landscape. He is also a member of the SMSF Association, demonstrating his commitment to upholding the highest standards in self-managed superannuation. Richard is authorized to provide advice on a broad range of financial products, ensuring a holistic approach to your financial well-being. He can assist with superannuation, insurance, wealth management, and retirement planning, as well as advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Richard’s approach is client-focused, building strong relationships based on trust and understanding. He takes the time to listen to your individual circumstances and aspirations, crafting personalized strategies to help you secure your financial future. Whether you're planning for retirement, managing your investments, or seeking to protect your assets, Richard is here to provide expert guidance and support. Ready to take control of your financial future? Contact Richard today to schedule a consultation and discover how he can help you achieve your financial goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Insurance solutions SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000420464

Verify on ASIC Register

Authorised Representative Number

000316199

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Richard Nicholls offer?

Richard Nicholls provides advice on a range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Richard Nicholls have?

Richard Nicholls holds a Diploma of Financial Services, an SMSF Specialist Advisor (SSA) Accreditation, and a Masters of Commerce (Financial Planning). He is also a member of the SMSF Association.

How does Richard Nicholls approach financial planning?

Richard takes a client-focused approach, building strong relationships based on trust and understanding. He listens to your individual circumstances and aspirations to craft personalized strategies that help you secure your financial future.

What can I expect during my first consultation with Richard Nicholls?

During your first consultation, Richard will take the time to understand your financial situation, goals, and concerns. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.

Can Richard Nicholls help me with my Self-Managed Super Fund (SMSF)?

Yes, Richard Nicholls has an SMSF Specialist Advisor (SSA) Accreditation, making him well-equipped to provide expert advice on all aspects of SMSF management.

Get in Touch

Contact Richard 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.