Steven Nickelson
Financial Adviser
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About
Steven Nickelson is an ASIC-registered financial adviser based in Ascot Vale, VIC, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce (Accounting & Financial Planning) from Deakin University (2006) and as a Certified Financial Planner (CFP) since 2010, Steven combines academic knowledge with practical experience to provide comprehensive and tailored financial advice. Steven is an active member of the Financial Advice Association of Australia (FAAA) and is committed to upholding the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Steven holds RG146 accreditation in Margin Lending and continuously updates his knowledge through ongoing professional development, such as Ethics and Professionalism in Financial Advice (Kaplan, 2022). Steven can provide expert advice on: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Steven today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Steven Nickelson offer?
Steven Nickelson specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. His services are tailored to meet the individual needs of his clients.
What are Steven Nickelson's qualifications and experience?
Steven holds a Bachelor of Commerce (Accounting & Financial Planning) from Deakin University and is a Certified Financial Planner (CFP). He has been providing financial advice since 2010 and is a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Steven Nickelson?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Steven will then develop a personalised financial plan based on your needs and objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How does Steven Nickelson stay up-to-date with changes in the financial industry?
Steven is committed to ongoing professional development and regularly attends industry conferences, seminars, and training courses. He also stays informed about changes in legislation and regulations through industry publications and professional networks.
What can I expect during my first meeting with Steven Nickelson?
During your first meeting, Steven will take the time to understand your financial goals, current situation, and risk tolerance. He will explain his approach to financial planning and answer any questions you may have. The goal is to establish a strong working relationship based on trust and transparency.
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