Nick Lloyd

CFP® GradDip Financial Planning, BCom, BEng (Chemical), Dip Financial Services, FPAA member Business Owner, Certified Financial Planner® (02) 9486 3100
Making a positive difference in my client’s life is as rewarding to me as making sound financial investments that continue to deliver and perform on their behalf.

Nick gets satisfaction out of seeing firsthand every day the impact his team’s tailored advice and personal service has on all his clients and he specialises in providing excellent outcomes for successful professionals, successful business owners, and self-funded retirees.

Nick is a listed securities specialist with significant investment experience… so you have direct access to your portfolio manager. Read more about our investment advice.

Nick’s Christian faith has guided and shaped his values and beliefs, which include:

  • putting a client’s best interests first,
  • treating everyone ethically and with respect, and
  • going the extra mile to do what’s right for his clients.

In line with these values and beliefs, Nick successfully completed the very first ethics course formally recognised by the regulatory body.

Nick has worked as an financial planner since 2006. In 2010 he made the decision to establish ITL Financial Planning so he could give his clients the personalised attention they deserve and provide them with the results they want.

Nick is married to Robyn and has three girls and as a family, they have fostered over 30 children. Outside of work, he enjoys going to church where he is a warden, watching rugby and cooking.

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“Our business is built on earning and maintaining our client’s trust. We are always looking out for what is best for our clients and their families.”