The Financial Planning Association of Australia The Financial Planning Association of Australia

Nicholas Lloyd, CFP®

Name Nicholas Lloyd CFP®
Company ITL Financial Planning
Address Suite 63, Level 2
23 Narabang Way
Belrose, NSW 2085
Phone 02 9486 3100
Mobile 0413 033 423

As a successful small business owner and Certified Financial Planner, I get the opportunity to develop great relationships with my clients and build a successful team. I know how important it is to develop a team of professionals that can provide the best financial advice and service. At ITL Financial Planning, we have established a reputation built on excellence and sound financial advice which we are incredibly proud of. As a progressive small business, we continue to improve in all areas of our business to ensure our clients receive the best advice and experience.

I specialise in creating direct investment portfolios, retirement planning, estate planning and SMSF’s. My skill set lends itself towards providing excellent outcomes for successful professionals and self-funded retirees however at ITL Financial Planning, my team and I are able to use our expertise to look after a wide variety of clients and add value to most people’s circumstances.

At ITL Financial Planning:

• We appreciate your time is valuable; We give you more time by taking away stress and admin.
• We are pro-active. We manage your finances like we would manage our own.
• We do exactly what we say we will do. You can rely on us to make things happen for you.
• We give you choices as not everyone wants to take the same approach.
• We provide you with true peace of mind by being at the forefront of our profession.
• We are boutique. We can offer a truly personal service and go above and beyond.
• We have strong relationships with specialised professionals so we can manage all your affairs.
• We have a track record of being transparent, reliable and trustworthy and;
• We can give you the attention you deserve.

< Prev Page