Stephen Nicholas

A Queenslander, Steve was raised on a sheep property near Millmerran so it stands to reason his initial career was in rural management.  Following the completion of his bachelor degree and post graduate study, Steve joined the Australian Bureau of Agricultural Economics in Canberra.

From this role he transitioned to the corporate banking sector.  Firstly, as a Rural Economist with NAB, based in Melbourne then on transferring to Brisbane, he took up the role of Financial Risk Manager.  The latter providing a direct pathway into financial planning.  However, as you would expect, Steve continues to maintain a keen interest in agriculture and the issues facing that sector.

Quietly spoken, Steve’s naturally calm and intelligent disposition is well suited to financial planning.

While qualified to deliver advice across a range of financial strategies that include investments, income and asset protection and specialist advice in Self Managed Super Funds, Steve’s main role is that of a financial coordinator, drawing together all aspects of a client’s financial life.  To achieve this outcome, Steve works closely with a range of professionals – accountants, solicitors and insurance advisers – to create a seamless and fully integrated financial solution.  

This breadth of experience has enabled Steve to make one telling observation about people’s financial situations in general.Steve understands people are time poor and while most people understand the need to take control of their financial life, other daily commitments are often the cause of its neglect. Steve provides the focus and discipline needed to maintain financial control using the full extent of his skills, knowledge and experience he implements strategies designed to deliver the best possible outcome for clients – always.

Personally …

When Steve takes time out for himself it’s usually with his wife, Angela and their children.  A keen cyclist, he has competed in a number of gruelling distance road rides, including the 235km Three Peaks Victorian Challenge, the 235 km Peaks Cradle Mountain Challenge, the Ipswich 100km Challenge and the Noosa 160km Cycle.

Steve has also been an ‘uncle’ in the Aunties and Uncles program.  For over 10 years, he has been an active committee member of Aunties and Uncles Queensland, a mentoring program dedicated to providing children aged between one to 12 who face challenging family situations with respite in an environment where they can relax and enjoy a caring family dynamic.

Qualifications

Graduate Diploma in Applied Finance and Investment
Graduate Diploma of Financial Planning
Graduate Diploma in Agricultural Economics
ASX Accredited Listed Product Adviser
SMSF Accreditation with Kaplan Professional
Bachelor of Applied Science (Rural Management)

Professional Memberships & Associations

Financial Planner, FPA (Financial Planning Association)
Committee member and past treasurer of Aunties and Uncles Queensland