Nigel Owen
Financial Adviser
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About
Nigel Owen is an ASIC-registered financial adviser dedicated to helping clients in Balcatta, WA, and beyond achieve their financial goals. With a robust educational foundation, including a Bachelor of Commerce from the University of Cape Town and Honors in Accounting Science from the University of South Africa, Nigel brings a wealth of knowledge to his practice. He is a Chartered Accountant with the Institute of Chartered Accountants Australia and New Zealand and holds a Diploma of Financial Planning from the Securities Institute. Further certifications include Self Managed Super Funds (Kaplan), Certified Financial Planner (FPA/FAAA), and Margin Lending & Geared Investments (Pinnacle). As a member of the Financial Advice Association of Australia (FAAA), Nigel adheres to the highest professional standards. Nigel is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His expertise enables him to create tailored strategies to suit each client's unique circumstances. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Nigel 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 Nigel Owen offer?
Nigel Owen provides comprehensive financial advice covering superannuation, retirement planning, wealth management, insurance, and investment strategies, including securities and government debt securities.
What qualifications and experience does Nigel have?
Nigel holds a Bachelor of Commerce, Honors in Accounting Science, is a Chartered Accountant, and a Certified Financial Planner. He also holds a Diploma of Financial Planning and certifications in SMSF and Margin Lending & Geared Investments. He has been working in the financial services industry for over 15 years.
How does Nigel Owen tailor financial advice to individual client needs?
Nigel takes a personalized approach, carefully assessing each client's financial situation, goals, and risk tolerance to develop customized strategies that align with their unique needs and objectives.
What is the process for becoming a client of Nigel Owen?
The process typically starts with an initial consultation to discuss your financial goals and current situation. From there, Nigel will develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews.
Is Nigel Owen qualified to provide advice on Self Managed Super Funds (SMSFs)?
Yes, Nigel has completed specialist training in Self Managed Super Funds (SMSFs) through Kaplan and is authorized to provide advice in this area.
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