Nick Bregolin Email and Phone Number
Nick Bregolin work email
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Nick Bregolin personal email
I've worked with all types of financial institutions, from small boutiques to big corporations, and have honed my skills to provide you with the best strategies to achieve financial freedom and make your financial goals a reality. My mission is to make sure you fully understand your wealth portfolio, so you can take control of your financial future. Managing wealth can be complex and overwhelming, but don't worry - I'm here to guide you through it all. One of my top priorities is making sure my clients have a strong understanding of their finances. I take the time to explain complex financial concepts in simple terms, so you can make informed decisions and have greater peace of mind about your financial future. My approach to wealth management is holistic - I'll work with you to make sure you're making the most of your money in every area. Whether you're interested in retirement planning, estate planning, tax planning, or any other aspect of wealth management, I'll develop a customised financial plan tailored to your unique needs and goals. You deserve the very best service and support. That's why I provide personalised attention to every client, getting to know you and your goals so I can provide the most customised service possible. You'll never have to wonder what's going on with your investments or financial plan - I'll keep you informed every step of the way. I use cutting-edge technology and work with a team of professionals who are experts in their respective fields, including tax planning, estate planning, and more. With my experience, knowledge, and personalized approach, you can trust that your finances are in good hands. My ultimate goal is to help you achieve financial freedom and create the lifestyle you've always wanted. Whether you're interested in growing your wealth, protecting your assets, or planning for the future, I'm here to help. Let's get started today and take the first step toward a brighter financial future!
The Wealth Advisory
View- Website:
- thewealthadvisory.com.au
- Employees:
- 7
-
Senior Financial AdvisorThe Wealth AdvisoryMillers Point, Nsw, Au -
Senior Financial AdvisorCbd Advisory Oct 2021 - PresentSydney, New South Wales, AustraliaI have been in the financial services industry since 2008 and worked for both small boutique and institutional businesses across financial planning, corporate advisory and client services. With extensive experience, I provide clients with the tools, knowledge and guidance to manage, build and protect their wealth and ultimately dedicated to ensuring that clients have a good understanding of their wealth portfolio. I am committed to working in partnership by targeting and harnessing strategies to attain Financial Freedom and achieving their financial goals, no matter how long it takes. Whether you are interested in budgeting and savings, super and investing, insurance, or you are planning for life after work, I can help set you up for success. -
Financial AdviserTp Insurance Services Jul 2019 - Dec 2021Sydney, New South Wales, Australia -
Financial AdvisorAstute Financial Management Sep 2018 - Jul 2019Sydney, Australia -
Business Protection SpecialistNational Australia Bank Oct 2017 - Sep 2018Sydney, Australia -
Financial AdviserAstute Jul 2016 - Sep 2017Sydney, AustraliaI provide clear, concise and holistic financial advice to help people achieve their financial goals now and into the future.Whether it's is building wealth, protecting wealth, planning for retirement or managing current finances, I help people from all walks of life be in a position to achieve their desired financial outcomes, stay on track and adjust outcomes effortlessly as their situations change over time. For a confidential discussion about your situation and how I can help you achieve better outcomes now and into the future, please contact me via LinkedIn or email -
Financial AdviserBt Financial Group Feb 2016 - Jul 2016Sydney, AustraliaI Provide financial advice to customers of Westpac Banking Corp via video conference to local branches, Australia wide.I specialise in providing solutions in relation to superannuation, risk and investments to meet client objectives and ensure they are in a better position to achieve their financial goals.I also actively provide coaching to bank partners to help identify client needs, understand how the advice process work and manage client expectations of the advice service provided. -
Senior Financial ConsultantBt Financial Group Apr 2015 - Feb 2016Sydney Area, AustraliaProvide limited personal advice to BT's corporate and retail superannuation clients.I provide quality personal advice to clients in relation to their superannuation needs, investment strategy, insurance needs within superannuation and retirement strategies for superannuation. I also work on developing and building the limited advice teams capabilities, working on improving the offering available to BT clients and ensuring best practice when providing advice to clients -
Financial ConsultantBt Financial Group May 2013 - Apr 2015Sydney Area, Australia -
Research AnalystOrient Capital Nov 2010 - Mar 2013 -
Client Services ExecutiveOrient Capital Sep 2008 - Nov 2010
Nick Bregolin Skills
Nick Bregolin Education Details
-
Kaplan AustraliaDiploma Of Financial Planning -
Financial Planning And Services -
Business/Commerce, General
Frequently Asked Questions about Nick Bregolin
What company does Nick Bregolin work for?
Nick Bregolin works for The Wealth Advisory
What is Nick Bregolin's role at the current company?
Nick Bregolin's current role is Senior Financial Advisor.
What is Nick Bregolin's email address?
Nick Bregolin's email address is ni****@****ial.com
What schools did Nick Bregolin attend?
Nick Bregolin attended Kaplan Australia, Kaplan Australia, Sydney Institute Of Business And Technology.
What skills is Nick Bregolin known for?
Nick Bregolin has skills like Superannuation, Managed Investments, Microsoft Excel, Direct Sales, Superannuation Legislation, Financial Services, Investments, Finance, Wealth Management, Equities, Management, Banking.
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