Nicholas John Webb, CFP®

Name Nicholas John Webb CFP®
Company RSM Financial Services Australia Pty Ltd
Address 340 Adelaide St
Brisbane City, QLD 4000
Phone (07) 32257806

An insightful, personable, and detail-oriented Financial Adviser with a proven track record in the financial services industry. Aside from his extensive technical knowledge, Nick’s most important attributes are his exceptional interpersonal skills and ability to build trust and rapport with his diverse client base. He focuses on developing productive relationships with his clients and through meaningful dialogue, achieves a comprehensive understanding of their financial and lifestyle needs and goals. Nick is passionate about improving the financial lives of all Australian’s and takes great satisfaction in seeing his clients prosper both personally and financially. Nick holds an array of tertiary qualifications from Queensland University of Technology (QUT), including a Master of Business Administration (MBA), a Master of Business (Applied Finance), a Bachelor of Business and a Diploma of Financial Services (Kaplan). In order to provide his clients with the best possible financial planning advice, Nick has also obtained the highly esteemed industry qualification of CERTIFIED FINANCIAL PLANNER ™ (CFP®). Outside of the workplace, Nick enjoys spending time with family and friends. The energy, enthusiasm and high level of discipline he demonstrates at a professional level are also evident in his leisure pursuits which include running, scuba diving and rugby union. Nick is also an avid golfer and is an active member of the Indooroopilly Golf Club. Nick is available for appointments at our Brisbane CBD, or Toowoomba offices and also has options for online and phone appointments.

< Prev Page