7 Reviews

Nick Webb

Milenia Pty Ltd

Gold

13 Yrs Experience

South Brisbane, QLD 4101

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Nick Webb is a Director and Partner at RSM Australia.

As an experienced Financial Adviser and wealth management specialist, Nick has an extensive range of skills and expertise in financial services that includes wealth creation, holistic financial planning, retirement planning, self managed superannuation and wealth protection.

Nick holds a Master of Business – Applied Finance, a Bachelor of Business and a Diploma of Financial Services. Further to this, Nick has also completed a Master of Business Administration (MBA) Program and in his quest to provide his clients with the best financial planning advice, Nick also holds the very highly regarded industry qualification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).

Apart from his sound technical skills, Nick considers his most important attribute to be his exceptional interpersonal skills and unrelenting work ethic. He is focused on developing productive relationships with his clients and through meaningful dialogue achieves a comprehensive understanding of their financial and lifestyle aspirations.

5.00 December 2020

I've been working with Nick for over 10 years now - after he had been looking after my parents. He's helped with simple, straightforward investment strategies both inside and outside of super. Along with keeping an eye on my wife and my insurances. He's been great, responsive, and we regularly recommend friends and family to him. Great work Nick!

5.00 September 2020

I’ve had financial advisers before Nicholas who took advantage of my lack of financial knowledge where I lost a lot of money. Nicholas was recommended to me by my accountant and I’m so grateful that Nicholas is taking care of my investments and self funded super. Over the few years that Nicholas has been looking after me, my investments have grown. I trust him completely and know that he looks after my money as if it’s his own. He is very passionate about his clients and their financial welfare. I am constantly recommending Nick to my friends and colleagues and if you are reading this I highly recommend Nick and his team to you. Thank you Nick for looking after my interest so diligently.

5.00 January 2020

Nick has always made me feel welcome & comfortable wholst helping me with my financial planning.

4.75 December 2019

Nick has given my husband and I advice in the areas of Life Insurance and Income Protection and manages our Superannuation. Nick has always been available to answer questions and give us advice in terms of what options might suit us. He has been so patient in making sure we understood all of the details of our insurances clearly and the implications of any changes we might choose to make. His advice has been invaluable to us in making appropriate decisions around both insurances and superannuation.

5.00 December 2019

Nicholas has been a wonderful financial adviser to us over a number of years. He has helped us with insurance, taxation and superannuation planning. He always listens to our needs and incorporates that in all planning. He is thorough with his explanations and giving us time to process any changes he feels needed.

Adviser status Gold
Rating 4.96
Number of reviews 7
First year providing advice 2011
Years of experience 13
Highest qualifications
- Master of Business Administration
- Master of Business (Finance)
Language spoken
- English