Chris Nicholas

Senior Private Wealth Adviser

Background

Chris has been a valued member of Ord Minnett since 1998. Highly qualified to advise on the complexities of superannuation and taxation, Chris also holds the accreditation of a Level 1 Options Adviser.

Before joining Ord Minnett, Chris gained valuable experience at a chartered accounting firm, providing insights into financial structures and compliance. He also served as an Investment Adviser for over 100 self-managed super funds (SMSFs) at Trust Company of Australia, developing a deep understanding of individual investment needs.

Chris is known for his partnership-based approach, seamlessly blending his extensive industry experience with practical skills to deliver relevant, innovative, and professional advice, comprehensive support, and exceptional service to his clients.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Business (Accounting)

Certifications

  • Certified Practicing Accountant
  • Accredited Derivatives Adviser Level 1

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Retirement planning
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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