Rick Nicholson

Wealthinsure Financial Services Centre

Bronze
24 Yrs Experience
Wollongong, NSW 2500

I'm proud to have 23 years of financial planning experience, along with over 37 years of experience in financial services as a whole. I pride myself on the great relationships I’ve built with my clients over the years, with a passion for helping mentor people through the intricate financial advice process. I work closely in areas such as Superannuation, retirement, Centrelink, Aged Care to help my clients create a secure and comfortable future for both them and their families. If you were interested in discussing your position with me, please don't hesitate to contact me directly on 0457 235 399 or email rick@ottavogroup.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 24
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Wealthinsure Financial Services Centre

33 Ellen St
Wollongong, NSW 2500

Opening hours

  • 9:00am – 6:00pm Monday – Wednesday, Friday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190