Nigel Shaffer
Partner
Nigel boasts an impressive career spanning more than three decades within the financial services sector. He passionately assists clients in resolving their financial dilemmas and realising their retirement dreams through comprehensive financial and life planning. He specialises in working with clients in their 50s and business owners who are looking at the retirement landscape.
Nigel has previously won the 2Plan award for “New Adviser of the Year” and has been recognised as a VouchedFor Top Adviser in 2021, 2022, 2023, 2024 and 2025.
Nigel is married with four children and is a big fan of sports, especially football, cricket, and golf. A keen golfer, he’s working toward becoming a 10 handicap player. He also dreams of one day touring the world to visit iconic cricket grounds across Australia, India, and the Caribbean.
Nigel's Qualifications
Advanced Qualifications:
- AF1 – Personal Tax and Trust Planning
- AF3 – Pension Planning
- AF5 – Financial Planning Process
- G60 – Pensions
- J05 – Pension Income Options
Regulatory and Investment Qualifications:
- R01 – Financial Services, Regulation and Ethics
- R02 – Investment Principles
- R03 – Personal Taxation
- R08 – Pension Update
- CF6 – Certificate in Mortgage Advice
Foundation and Technical Qualifications:
- FA1 – Life Office Administration
- FP1 – Financial Services and their Regulation
- FP2 – Protection, Savings and Investment
- FP3 – Identifying and Satisfying Client Needs
Full Qualifications Held:
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Award in Pensions Update
- Certificate in Financial Services (General Route)
- Certificate in Mortgage Advice
- Award in Financial Administration (Life)
- Certificate in Life & Pensions
