Nicholas Rundle
Financial Adviser
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About
Nicholas Rundle is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Nicholas holds a Bachelor of Commerce from The University of Adelaide (1998), a Graduate Diploma of Financial Planning from FINSIA (2007), and is an ASX Accredited Derivatives Adviser Level Two (Kaplan, 2008). He also completed FPC002B Ethics and Professionalism in Financial Advice (Kaplan, 2019). As a member of the Financial Advice Association of Australia (FAAA), Nicholas adheres to the highest ethical and professional standards. Nicholas is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This enables him to create holistic strategies that address your unique circumstances and aspirations. • Superannuation advice and retirement planning • Wealth management and investment strategies • Insurance solutions to protect your assets and family • Strategic advice on securities Ready to take control of your financial future? Contact Nicholas Rundle today for a consultation and discover how personalized financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Nicholas Rundle offer?
Nicholas Rundle provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you with strategies for wealth creation, retirement income, and protecting your assets.
What are Nicholas Rundle's qualifications and experience?
Nicholas Rundle holds a Bachelor of Commerce, a Graduate Diploma of Financial Planning, and is an ASX Accredited Derivatives Adviser Level Two. He has been working in the financial services industry since 2007 and is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Nicholas Rundle?
During your first meeting, Nicholas will discuss your financial goals, current situation, and risk tolerance. He will then develop a personalized financial plan tailored to your needs and objectives. There will be an opportunity to ask questions and ensure you understand the recommendations.
How does Nicholas Rundle stay up-to-date with changes in the financial industry?
Nicholas is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. He also stays informed through industry publications and regulatory updates to ensure he provides the most current and relevant advice.
What is the process for becoming a client of Nicholas Rundle?
The first step is to schedule an initial consultation. During this meeting, Nicholas will assess your financial needs and determine if his services are a good fit for you. If you decide to proceed, you will sign a service agreement outlining the scope of services and fees. From there, Nicholas will develop and implement your financial plan.
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