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Adviser Profile

Nicholas Cleal

Navplan Financial

Nicholas is a dynamic financial planner who develops close relationships with each of his clients to create a Personal Financial Road Map, tailored to an individuals lifestyle and financial goals. Whether you’re looking for holistic advice and lifestyle planning or targeted advice and specialised services, Nicholas can assist to navigate your future with sound financial advice and secure investment services.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $1,100. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Suite 1, 677 High Street, Kew East, VIC 3102

Office hours

Monday to Friday: 9am - 5pm.



Nicholas Cleal is a representative of AMP Financial Planning Limited AFSL No. 232 706 ABN 89 051 208 327 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.