Contact

Products

  • Packages from:
  • Colonial First State
  • CommInsure
  • Challenger Funds Management
  • TAL
  • Lifeplan
  • Asteron

Services

  • Investment planning
  • Retirement planning
  • Superannuation
  • Personal risk insurance
  • Portfolio review services
  • Seminars
  • Financial advice
  • Wealth management
  • Insurance
  • Debt management
  • Estate planning
  • Self managed super funds
  • Gearing
  • Direct equities
  • MIS AGRI
  • TASA services
  • Advice
  • Information
  • Wealth creation
  • Investor events
  • Bonds
  • Business investments
  • Asset management
  • Investment trusts
  • Rollovers
  • Money market services
  • Portfolio management
  • Fund management
  • Annuities

Licences

  • Masters Degree in Financial Planning
  • Graduate Diploma of Applied Finance
  • Graduate Certificate of Applied Finance
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Member of the Financial Planning Association of Australia (FPA)
  • Authorised Representative of Infocus Securities (Australia)
  • AFSL No. 236523
  • ABN 97614496678

Specialities

  • Wealth creation
  • Life insurance
  • Centrelink planning
  • Income protection
  • Estate planning
  • Tax minimisation

About Nicholls Wealth Solutions

Commonwealth Financial Planning is the Bundaberg business assisting people in achieving their financial goals.

We provide innovative solutions second to none,

Commonwealth Financial Planning is the Bundaberg business assisting people in achieving their financial goals.

We provide innovative solutions second to none, helping our clients plan, live and achieve their financial goals, making financial planning an integral part of everyday life.

Our qualified professionals are here to construct a financial plan to suit you, taking into account securities, managed investment schemes, investment life insurance, deposit and payment products, government debentures, stocks and bonds, life risk insurance, superannuation and retirement savings accounts.

As part of our local community, our friendly team have the knowledge required to best tailor advice to support Bundaberg residents and businesses, helping to realise their goals.

We understand the difficulties associated with complex tax and super regulations, utilising our expert knowledge to research new investment opportunities to build your personal wealth and portfolio.

Give us a call today!