Our Team

Nigel Moon
Partner, Private Client Adviser

Nigel’s mission is to empower individuals and families to achieve financial security, particularly through comfortable retirements. With over 8 years of experience, he is a results-oriented financial adviser who uses income-driven strategies to help clients reach their unique goals.

He takes the time to understand each client’s circumstances, building strong relationships based on trust. As a Certified Behavioural Money Coach and a finalist for the 2024 Financial Services Award, Nigel’s expertise extends beyond traditional financial planning. He creates tailored plans and investment strategies that align with long-term goals and provides clear knowledge and support needed to ensure clients make informed decisions throughout their journey.

An active member of the Greater Springfield Chamber of Commerce (GSCC) and a Commissioner for Declarations (CDec), Nigel is committed to supporting his community.

When not working, he enjoys spending time with his family, cheering on rugby, and perfecting his home-brewed coffee.

Accreditations
  • Graduate Diploma of Financial Planning
  • Bachelor of Business (Finance)
  • Specialist accreditation Accredited Listed Product Adviser (ALPA)
  • Specialist accreditation in SMSF
Memberships
  • Financial Advice Association of Australia (FAAA)
  • SMSF Association (SMSFA)
Connect

Your adviser is based at our Brisbane office