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Nest Advisory Group

Nest Advisory Group

5.0(98 reviews)See reviews ↓·Canberra

About the company

Nest Advisory Group is a privately owned and operated financial advisory firm based in Canberra. It is self-licensed through ASIC. The firm offers wealth management and mortgage broking services. Wealth management is suited for medium to high-net-worth individuals and families investing $800,000 or more, and mortgage broking has access to more than 40 lenders. Nick Lucey is a Director, Wealth Manager, and Home Loan Specialist. He graduated from the University of Canberra in 2011 with a Bachelor of Applied Economics and a major in Financial Planning, and holds a Certificate 4 in Finance and Mortgage Broking.

He is a self-managed super fund adviser and an accredited derivatives adviser. Troy Dawe is a Wealth Manager and Home Loan Specialist who joined the finance industry in 2018 after completing his bachelor's degree at the University of Canberra and has completed a diploma in mortgage broking and financial services. Rolando Junio is the Client Services Manager and joined in August 2021. Sonday (Sean) De Leon is a Client Support Officer and Loans Processing, joined in April 2020, and completed a Bachelor of Science in Accountancy in 2011. The team's graduate qualifications span economics, accounting, and finance.

What customers say

Based on genuine customer reviews

Nest Advisory Group runs a financial consultancy out of Canberra, the ACT, and has built up 98 reviews with a 5 average rating. This directory entry classes it among local financial consultants. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.

Mortgage broker

Reviews

Reviews are taken from publicly available sources.

LK
Leanne Kreisler22 June 2026

Highly recommend. Nick made our finances easy to understand, and he and Sean guided us through every step of the loan application. We felt supported the whole way.

RP
Ranga Parimala29 May 2026

Troy and the team at Nest are excellent. Communication in technical aspects is clear and comprehensive. The relationship is built on trust from the word go. There are no fancy offices or stationery — just plain old good mannered people and strong financial skills. Recommend the Nest team to anyone who is looking for reliable and trustworthy financial advice.

M
Meg20 May 2026

We highly recommend Troy — he was incredibly responsive, worked quickly, and demonstrated clear expertise at every step. His knowledge and efficiency made the process smooth, and he delivered a fantastic outcome.

AM
Andrew Maruskanic18 May 2026

Nick gave some sound and good advice in a free 20 minute session. Would certainly recommend chatting to Nick if you are looking for ideas and direction. Will be going back to him for further advice in the near future.

B
Belinda26 February 2026

I have the highest amount of respect for Nick & his whole team at Nest Advisory Group, they all worked hard to help me with my financial situation, no time, effort or corners were cut to assist me. They are true experts within the area they work within & I couldn’t recommend them highly enough for anyone needing financial help. “Above & Beyond” - they truely work.! Thank you again to The BEST Financial Team. 👌🏼🏆

SM
Stephen Morrow16 December 2025

Nick and his team were 1st class from Start to finish. Look no further for quality service they helped me and my wife refinance and took all the hard work out of it for us. Pleasant easy transaction. Would definitely use again if ever needed. Thanks guys five stars!

MT
Matthew Tran20 August 2025

Troy Dawe is the man. Extremely knowledgeable, friendly and goes above and beyond for you. He's been the glue in our current purchase giving us excellent advice and being a phone call away should we have any questions or issues. He has unfortunately had to do much more than required of him due to our solicitors not even doing the bare minimum of their job but has never complained once. Would highly recommend him to anyone who was looking to make a purchase.

Financial advisers & planners in Canberra compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Canberra are compared.

RankProviderRatingReviewsOpen Sat.
1Milestone Financial★ 5,0140No
2Retire Advice★ 5,0108Yes
3Nest Advisory Group (this page)★ 5,098No
4Panorama Wealth★ 5,091No
5Green Associates Financial Planning (Canberra)★ 5,049No
Contact
+61261694102nestadvisory.com.auOffice 4/15 Moore St, Canberra ACT 2601
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed