Nick Bregolin
CBD Advisory
I am a Senior Financial Adviser with over 13 years of experience in the financial services industry, dedicated to providing holistic, long-term strategic advice that empowers individuals, families, and businesses to achieve sustainable financial success. My approach is centered on understanding each client’s unique circumstances, goals, and vision to deliver tailored solutions that span every aspect of their financial life.
Throughout my career, I have developed a reputation for building deep, lasting relationships with professionals, business owners, corporate executives, and high-net-worth individuals. I focus on delivering advice that is not only immediate and actionable but also designed to evolve with clients’ changing needs over time. By aligning short-term goals with a long-term roadmap, I help clients achieve financial clarity, stability, and growth across all stages of life.
My areas of expertise encompass a broad spectrum of strategies, including:
Wealth Creation and Investment Strategies: Building sustainable investment portfolios and providing superannuation advice to maximize long-term growth.
Risk Management and Wealth Protection: Safeguarding clients’ financial well-being with tailored personal and business insurance solutions, including life, TPD, and income protection.
Cash Flow Management and Debt Reduction: Optimizing day-to-day finances while developing efficient strategies to reduce debt and free up capital for future opportunities.
Retirement Planning: Mapping out comprehensive strategies that provide financial independence and peace of mind for life beyond work.
Strategic Advice for Businesses: Supporting business owners with tailored plans, including risk mitigation, asset protection, and succession planning.
At CBD Advisory, I take pride in adopting a comprehensive, client-first approach to financial advice. My process is thorough, consultative, and focused on delivering long-term value. I combine proven strategies with innovative thinking to help clients confidently manage their finances while adapting to life’s uncertainties.
I am driven by the belief that financial advice is about more than numbers—it’s about empowering people to make informed, confident decisions that transform their financial future. I strive to create clear, practical roadmaps that bring order to complexity and ensure my clients are always in control of their journey.
Whether you’re looking to grow your wealth, protect your family, or secure a comfortable retirement, I provide the strategies, support, and expertise to help you move forward with confidence. My role as a trusted adviser is to be your financial partner for life, ensuring you have clarity, security, and the tools you need to achieve your aspirations.
Expertise
My fees
Our Fee Structure: Transparent, Tailored, and Value-Focused
At CBD Advisory, we believe that transparency is fundamental when it comes to fees. Our structured approach ensures you understand the value behind every step we take in guiding you toward financial success.
Our initial fee covers the cost of leveraging our expertise to deliver tailored strategies, product recommendations, and the seamless implementation of those recommendations. This marks the first step in your financial journey, aligning with the initial stages of our Roadmap to Success, where we assess your goals, current position, and opportunities.
Our ongoing advice fees are designed to provide continuous, proactive support, helping you stay on track toward achieving your objectives. These fees encompass:
Monthly administration of your accounts,
Ongoing communication and open access to our team,
Regular reviews and reporting to ensure your financial plan evolves with you.
We offer both flat fees and percentage-based fees, and we’re always committed to working with you to find the structure that best suits your needs and preferences. Factors such as the complexity of your situation, the frequency of review meetings, and the level of reporting influence our fee structure.
Aligned with the full Roadmap to Success, from initial planning to long-term progress reviews, our fees are designed to reflect the comprehensive value we provide. By blending strategic expertise with ongoing accountability, we aim to give you peace of mind and measurable progress toward your goals.
At the heart of it all, our commitment is clear: the value we deliver far exceeds the cost, empowering you to achieve your financial aspirations while enjoying clarity and confidence every step of the way.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 31
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
CBD Advisory
Westfield Tower 2, Suite 1501A, Level 15, 101 Grafton StBondi Junction, NSW 2022
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Asvw Financial Services Pty Ltd
AFSL 446176
