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Nick Bregolin Email & Phone Number
Senior Financial Advisor
at
The Wealth Advisory
1 work email found
@astutefinancial.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor
Location
Sydney, New South Wales, Australia
Company size
Who is Nick Bregolin? Overview
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Quick answer
Nick Bregolin is listed as Senior Financial Advisor at The Wealth Advisory, a with 7 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at astutefinancial.com and a matched LinkedIn profile for Nick Bregolin.
Nick Bregolin previously worked as Senior Financial Advisor at Cbd Advisory and Financial Adviser at Tp Insurance Services. Nick Bregolin holds Diploma Of Financial Planning from Kaplan Australia.
Company email context
Email format at The Wealth Advisory
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{first}.{last}@astutefinancial.com
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Profile bio
About Nick Bregolin
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!
Listed skills include Superannuation, Managed Investments, Microsoft Excel, Direct Sales, and 17 others.
Current workplace
Nick Bregolin's current company
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The Wealth Advisory
11 roles
Nick Bregolin work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
CurrentI 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.
Oct 2021 - Present
Financial Adviser
Jul 2019 - Dec 2021
Financial Advisor
Sep 2018 - Jul 2019
Business Protection Specialist
Oct 2017 - Sep 2018
Financial Adviser
I 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
Jul 2016 - Sep 2017
Financial Adviser
I 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.
Feb 2016 - Jul 2016
Senior Financial Consultant
Provide 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
Apr 2015 - Feb 2016
Financial Consultant
May 2013 - Apr 2015
Research Analyst
Nov 2010 - Mar 2013
Client Services Executive
Sep 2008 - Nov 2010
3 education records
Nick Bregolin education
Diploma Of Financial Planning
Kaplan Australia
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Commerce, Business/Commerce, General
FAQ
Frequently asked questions about Nick Bregolin
Quick answers generated from the profile data available on this page.
What company does Nick Bregolin work for?
Nick Bregolin works for The Wealth Advisory.
What is Nick Bregolin's role at The Wealth Advisory?
Nick Bregolin is listed as Senior Financial Advisor at The Wealth Advisory.
What is Nick Bregolin's email address?
AeroLeads has found 1 work email signal at @astutefinancial.com for Nick Bregolin at The Wealth Advisory.
Where is Nick Bregolin based?
Nick Bregolin is based in Sydney, New South Wales, Australia while working with The Wealth Advisory.
What companies has Nick Bregolin worked for?
Nick Bregolin has worked for The Wealth Advisory, Cbd Advisory, Tp Insurance Services, Astute Financial Management, and National Australia Bank.
How can I contact Nick Bregolin?
You can use AeroLeads to view verified contact signals for Nick Bregolin at The Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Nick Bregolin attend?
Nick Bregolin holds Diploma Of Financial Planning from Kaplan Australia.
What skills is Nick Bregolin known for?
Nick Bregolin is listed with skills including Superannuation, Managed Investments, Microsoft Excel, Direct Sales, Superannuation Legislation, Financial Services, Investments, and Finance.
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