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ND

Nicky Dwyer

Financial Adviser

Bentleys Wealth Partners, Bentleys SA/NT
Adelaide, SA 5000

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About

Nicky Dwyer is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in accounting from TAFE SA (1996), Nicky furthered her expertise with qualifications in Financial Planning from Kaplan (2011 & 2015) and the CFP Certification Programme from the FPA (2019). She stays current with industry standards through ongoing education, including Ethics and Professionalism in Financial Advice from Kaplan Professional (2020). As a member of the Financial Advice Association of Australia (FAAA), Nicky adheres to the highest ethical and professional standards. Nicky is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need to protect your assets with insurance, Nicky provides personalized strategies to suit your unique circumstances. Contact Nicky today to schedule a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Insurance solutions Investment management Financial planning

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

000515936

Verify on ASIC Register

Authorised Representative Number

000299439

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Nicky Dwyer offer?

Nicky Dwyer specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Nicky Dwyer have?

Nicky holds qualifications in Accounting from TAFE SA (1996), Financial Planning from Kaplan (2011 & 2015), CFP Certification from the FPA (2019), and Ethics and Professionalism in Financial Advice from Kaplan Professional (2020).

How does Nicky Dwyer approach financial planning?

Nicky takes a client-focused approach, working closely with you to understand your financial goals and create a tailored plan to help you achieve them. She focuses on building long-term relationships based on trust and transparency.

What can I expect during my first meeting with Nicky Dwyer?

During your initial consultation, Nicky will discuss your current financial situation, your goals, and your risk tolerance. This will help her understand your needs and determine how she can best assist you. It's an opportunity for you to ask questions and get to know Nicky.

Is Nicky Dwyer a member of any professional associations?

Yes, Nicky is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding high professional and ethical standards in the financial advice industry.

Get in Touch

Contact Nicky 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.