Our people

Nick Shugg


Private Client Adviser
Email: nick.shugg@sfg.com.au
Phone: 03 9649 2400
Nick completed a Bachelor of Science degree before commencing his career in 1987. He started in an actuarial department and is well versed in risk management, while many years working for a large stock broking firm have given him an excellent understanding of investment markets.
 
A Private Client Adviser since 1994, Nick has completed a Diploma of Financial Planning and a Diploma of Superannuation Management and he is a Certified Financial Planner™ practitionerwhich is the highest qualification within the financial planning industry. Nick has extensive and specialised knowledge of superannuation and retirement planning, wealth creation, aged care and Centrelink issues.

Active in the community, Nick is finance committee chairman on a school council and vice president of a tennis club. He is also an adviser to the boards of various foundations and arts bodies.

Nick aims to help people manage their wealth and make smart decisions about money.
 

Client Endorsement

"With his depth of skills, knowledge and foresight, Nick has consistently helped us to maximise our savings and minimise our tax, even during the global financial crisis. We haven’t had to concern ourselves about our investments in the slightest."


Ken and Jane Buch
Westmeadows Victoria