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Nick Bradfield

Director

Phone: (02) 9597 6699
Mobile: 0438 383 827
Email: Click Here
Fax: (02) 9597 2990


Nick works in all aspects of financial advisory including financial planning, retirement planning, estate planning, taxation strategies and insurance advice. Nick has significant experience in investment portfolio construction and has successfully managed these portfolios through a range of diverse economic environments.

Nick's focus is to be pro-active with regard to investments for his clients, making sure appropriate stocks, funds and other investments are used to match client's lifestyles and profiles as well as meeting their individual needs, goals and objectives. His wealth of knowledge and experience in long-term strategic investing is of the highest quality.

In 2003, Nick established the financial advisory division of Bradfield Partners and was instrumental in obtaining the Australian Financial Services Licence (AFSL) for the firm. Nick does not work on a product or commission basis as he believes this is important in providing appropriate advice suitable to each client's personal needs. Nick is a specialist in financial planning (professional accreditation by CPA Australia) with accounting and tax qualifications.

Services provided include:

  • Investment and asset allocation advice
  • Planning and goal setting, budgeting and cash flows
  • Superannuation advice – building and growing your superannuation (retail and SMSF's)
  • Personal insurances – including life, TPD, trauma, income protection
  • Retirement, salary sacrifice and tax saving strategies
  • Estate planning

Qualifications and affiliations:

  • Bachelor of Commerce, majoring in Accountancy
  • Member – CPA Australia
  • Specialist CPA in Financial Planning
  • Responsible Officer and Authorised Representative (Financial Services)
  • Registered Tax Agent
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Impartial advice from a qualified team. We don't work on a product focused or commission basis.

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