Nick Bregolin

Nick Bregolin Email and Phone Number

Senior Financial Advisor @ The Wealth Advisory
Millers Point, NSW, AU
Nick Bregolin's Location
Sydney, New South Wales, Australia, Australia
Nick Bregolin's Contact Details

Nick Bregolin work email

Nick Bregolin personal email

n/a
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!

Nick Bregolin's Current Company Details
The Wealth Advisory

The Wealth Advisory

View
Senior Financial Advisor
Millers Point, NSW, AU
Employees:
7
Nick Bregolin Work Experience Details
  • The Wealth Advisory
    Senior Financial Advisor
    The Wealth Advisory
    Millers Point, Nsw, Au
  • Cbd Advisory
    Senior Financial Advisor
    Cbd Advisory Oct 2021 - Present
    Sydney, New South Wales, Australia
    I 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.
  • Tp Insurance Services
    Financial Adviser
    Tp Insurance Services Jul 2019 - Dec 2021
    Sydney, New South Wales, Australia
  • Astute Financial Management
    Financial Advisor
    Astute Financial Management Sep 2018 - Jul 2019
    Sydney, Australia
  • National Australia Bank
    Business Protection Specialist
    National Australia Bank Oct 2017 - Sep 2018
    Sydney, Australia
  • Astute
    Financial Adviser
    Astute Jul 2016 - Sep 2017
    Sydney, Australia
    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
  • Bt Financial Group
    Financial Adviser
    Bt Financial Group Feb 2016 - Jul 2016
    Sydney, Australia
    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.
  • Bt Financial Group
    Senior Financial Consultant
    Bt Financial Group Apr 2015 - Feb 2016
    Sydney Area, Australia
    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
  • Bt Financial Group
    Financial Consultant
    Bt Financial Group May 2013 - Apr 2015
    Sydney Area, Australia
  • Orient Capital
    Research Analyst
    Orient Capital Nov 2010 - Mar 2013
  • Orient Capital
    Client Services Executive
    Orient Capital Sep 2008 - Nov 2010

Nick Bregolin Skills

Superannuation Managed Investments Microsoft Excel Direct Sales Superannuation Legislation Financial Services Investments Finance Wealth Management Equities Management Banking Investment Strategies Insurance Relationship Management Risk Management Financial Advisory Financial Markets Financial Planning Stakeholder Management Financial Risk

Nick Bregolin Education Details

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.

Not the Nick Bregolin you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.