Nicholas Loxton
Financial Adviser
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About
Nicholas Loxton is an ASIC-registered financial adviser dedicated to helping clients in Parkside, SA, and beyond achieve their financial goals. With a career spanning over two decades, Nicholas brings a wealth of knowledge and experience to every client interaction. His qualifications include an Advanced Financial Planning certification from the Independent Centre of Financial Planning (1993), Certified Financial Planner designation from the Financial Planning Association (1998), a Diploma of Financial Planning from Deakin University/ Financial Planning Association (1999), SMSF Specialist Adviser accreditation from the SMSF Association (2015), and a Graduate Diploma of Financial Planning from Kaplan Professional (2021). He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Nicholas is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Nicholas today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Nicholas Loxton offer?
Nicholas Loxton provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Nicholas Loxton have?
Nicholas Loxton holds several qualifications, including an Advanced Financial Planning certification, Certified Financial Planner designation, a Diploma of Financial Planning, SMSF Specialist Adviser accreditation, and a Graduate Diploma of Financial Planning.
How can Nicholas Loxton help me plan for retirement?
Nicholas Loxton can assist you in developing a comprehensive retirement plan tailored to your individual circumstances. This includes assessing your current financial situation, setting retirement goals, and recommending strategies to help you achieve them.
What is the process of working with Nicholas Loxton?
The process typically begins with an initial consultation to discuss your financial goals and circumstances. Nicholas will then develop a tailored financial plan and work with you to implement it. Regular reviews are conducted to ensure your plan remains aligned with your changing needs.
Does Nicholas Loxton specialise in SMSF advice?
Yes, Nicholas Loxton is an SMSF Specialist Adviser accredited by the SMSF Association, demonstrating his expertise in providing advice related to Self-Managed Superannuation Funds.
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