Nick Grady
Financial Adviser, Partner
Nick Grady – Financial Adviser, Partner
“As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”
Nick grew up in Wagga Wagga NSW, before spending time in Sydney and settling with his family on the Coffs Coast. Nick joined the Invest Blue team in April of 2020 bringing with him extensive experience in the financial services industry.
Nick has completed his CFP studies and has the Certified Financial Planner CFP® designation, holds a Bachelor of Business (Accounting) degree, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is a Justice of the Peace. He is also a member of the Financial Planning Association of Australia (FPA).
Nick is an avid sports supporter and enjoys all sports, especially rugby union, league, AFL, cycling and cricket. Outside of work he enjoys the outdoors, reading and relaxing with his family.
Areas of specialisation
- Wealth creation strategies
- Superannuation accumulation
- Retirement Planning
- Social Security (Age Pension)
- Personal Insurance
- Business Insurance
- Aged Care
- Budgeting and cashflow management
Memberships and Associations
- Financial Planning Association of Australia
Qualifications
- Certified Financial Planner CFP®
- Bachelor of Business (Accounting)
- Diploma of Financial Planning
- Certificate IV in Mortgage Broking
- Justice of the Peace
- Most Trusted Adviser 2023
