As an experienced Financial Adviser and wealth management specialist, Nick has an extensive range of skills and expertise in financial services that includes wealth creation, holistic financial planning, retirement planning, self managed superannuation and wealth protection.
Nick holds a Master of Business – Applied Finance, a Bachelor of Business and a Diploma of Financial Services. Further to this, Nick has also completed a Master of Business Administration (MBA) Program and in his quest to provide his clients with the best financial planning advice, Nick also holds the very highly regarded industry qualification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).
Apart from his sound technical skills, Nick considers his most important attribute to be his exceptional interpersonal skills and unrelenting work ethic. He is focused on developing productive relationships with his clients and through meaningful dialogue achieves a comprehensive understanding of their financial and lifestyle aspirations.