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