Nicholas Tunbridge
Financial Adviser
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About
Nicholas Tunbridge is an ASIC-registered financial adviser based in Melbourne, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Economics from Monash University (1982) and a Graduate Diploma of Financial Planning from Kaplan Professional (2021), Nicholas possesses a strong educational foundation complemented by extensive industry knowledge. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Nicholas is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Nicholas is committed to building long-term relationships with his clients, understanding their unique circumstances, and providing ongoing support to help them navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact Nicholas today to schedule a consultation and discuss your needs.
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Frequently Asked Questions
What types of financial advice does Nicholas Tunbridge offer?
Nicholas Tunbridge provides advice on a range of areas, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Nicholas Tunbridge have?
Nicholas Tunbridge holds a Bachelor of Economics from Monash University and a Graduate Diploma of Financial Planning from Kaplan Professional. He has also completed an Ethics & Professionalism in Financial Advice course with Kaplan Professional.
What can I expect during my first consultation with Nicholas?
During your initial consultation, Nicholas will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then discuss potential strategies and solutions tailored to your specific needs.
How does Nicholas Tunbridge stay up-to-date with the latest financial regulations and industry trends?
Nicholas maintains his membership with the Financial Advice Association of Australia (FAAA) and consistently engages in professional development activities to ensure he provides the most current and relevant advice.
What is the process for becoming a client of Nicholas Tunbridge?
The process typically begins with an initial consultation to discuss your needs and goals. If you decide to proceed, Nicholas will develop a personalized financial plan and provide ongoing support to help you achieve your objectives.
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