About Phillip
The small team is experienced, hands-on and dedicated. They combine professional knowledge of the stock market, fixed interest, cash investments and superannuation. Our in house quantitative analysis of stocks and portfolio’s is unique and not found in many advisory firms.
Nolan Securities is a private client advisory firm specialising in Australian equities, fixed interest and cash. Our Quantitative Investment Strategy (QIS) ranks stocks taking into account: profit & loss, balance sheet data, market liquidity, share price and relative strength.
It is important that your stocks be managed actively. Because of the constantly changing fortunes of stocks depending on a wide range of factors, stocks can move down the rankings over time. We have constantly review your portfolio to ensure optimal results.
The principal, Phillip Nolan, has been advising clients in the financial services industry for 35 years having worked for AMP Limited, Hillross Financial Services, Findlay Stockbrokers and Reynolds Stockbrokers before founding Nolan Securities in 2007.
Comprehensive Financial Solutions
Our Services
Investment Management
Optimize your portfolio with our expert investment management services, designed to maximize returns while minimizing risk.
Retirement Planning
Secure your future with tailored retirement strategies that align with your long-term financial goals.
Tax Optimization
Enhance your financial efficiency with our tax optimization services, ensuring you retain more of your wealth.
Estate Planning
Preserve your legacy with comprehensive estate planning solutions that protect your assets for future generations.
Risk Management
Safeguard your investments with our proactive risk management strategies, designed to mitigate potential financial threats.
Philanthropic Advisory
Make a meaningful impact with our philanthropic advisory services, helping you support causes that matter to you.
Wealth Transfer
Facilitate seamless wealth transfer with our expert guidance, ensuring your financial legacy is passed on smoothly.
Business Succession
Plan for the future of your business with our succession planning services, designed to ensure continuity and success.
What Our Clients Say
★★★★★
“Phil has been advsing and guiding me for 20 years. He has a wealth of knowlenge and stays up to date with all the latests tools and tech to advsie and protect my future.”
Andrew Morrell
Managing Director, niss.au
★★★★★
“I trust Private Client Advisory with my investments. Their strategic insights have consistently delivered results beyond my expectations.”
Emily Johnson
Entrepreneur
Phone
phillip@nolansecurities.com.au
Address
Level 5, 22 Central Avenue,
Manly NSW 2095
Take the Next Step with Us
Ready to explore your financial future? Schedule a consultation with our expert advisors today and discover how we can help you achieve your goals. Sign up for our newsletter to stay informed about the latest market insights and strategies.