Nicholas Keats

AustralianSuper Pty Ltd

Platinum

21 Yrs Experience

Hobart, TAS 7000

About Nicholas
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Having worked as a financial planner for over 20 years, I have a strong and diverse background that can assist clients across many different financial positions and stages of life . I am CFP qualified planner and hold a Graduate Diploma in Financial Planning.

I’ve been in the industry since 2002 and with this organisation for 17 years, providing a deep and clear understanding of the advice industry in general and the industry super spectrum specifically.

I firmly believe that, as a financial planner, the onus of continual education, growth and learning personally should translate into clear, quality support and advice for clients.

Broadly, whilst the planning process generally deals with financial arrangements, advice should ultimately seek to mix diverse (and sometimes competing) strategies to meet YOUR needs.

That is, I see personal advice as a process that should increase your sense of financial control and choice, whilst also seeking to reduce the level of uncertainty many feel when planning for the future.

Government Assistance
Superannuation
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 December 2024

We waited to see how things went before providing a review.

We are pleased to say that the advice provided by Nicholas has stood the test of time.

Throughout the process, Nicholas was organised and did what he said he would do in a timely manner.

Nicholas knows his stuff and provided good solid advice.

5.00 December 2024

Nicholas gave me excellent advice on managing my various super accounts and investment income. He advised on managing debt and helped structure the Super accounts to be tax friendly. He gave straightforward instructions on what went into each account and filled in all the forms to make that happen. It’s been a year or so since this was set up and retirement has been running smoothly ever since.

5.00 September 2024

We sought Nicholas' advice in early 2022 and from then on engaged his services until recently when our suggested financial plan was fully enacted. We have found him easy to contact and get clarification of any details in the plan and some advice for outside of the plan as well. He made sure that he understood our requirements and engaged us fully in the process. We would have no hesitation in recommending Nicholas to be a part of your transition from work to retirement.

5.00 September 2024

Nicholas first did a SOA for us in 2013. He also provided advice to me during my transition to retirement in 2015. He later also did the same for my wife. We have always found him a competent and knowledgeable adviser, extremely reliable and really cares about his clients. The performance of the funds he has recommended has also been very good which is very reassuring for us.

5.00 August 2024

Nicholas has a such a wealth of superannuation knowledge, and he imparts this knowledge in such a way that you can easily understand it. He has helped us to start putting the stepping stones in place for our transition to retirement. We have no hesitation in recommending him to anyone who is about to undertake the same journey.

Adviser status Platinum
Rating 4.93
Number of reviews 47
First year providing advice 2003
Years of experience 21
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English