CEO & Strategic Wealth Manager
- Dip Fin M
- DipFinPlan, CFP
Nicholas has been working in the financial services industry since 1997 and is passionate about all things related to banking and finance. He is highly qualified, having completed a Diploma of Financial Planning and Certificate of Insurance through the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).
Specialising in the areas of retirement planning, superannuation, wealth creation and personal risk insurance, Nicholas provides tailor made solutions to cater to the needs of each individual client. He will work with you to understand your personal needs and priorities in order to establish financial plans suited to your unique requirements.
When he's not helping clients reach their financial goals, you'll find Nicholas playing tennis, golf and getting involved with his children's sporting activities.
Contact Nicholas Heard
(08) 7070 1605