Nick brings more than 30 years of experience in financial services to his role as a Senior Private Wealth Adviser at Ord Minnett. He brings a wealth of advisory expertise, having worked across stockbroking, financial planning, private banking, and institutional, business, and retail banking environments.
This diverse background enables him to guide clients through their financial journey, ensuring they have the right strategy, structure, and portfolio in place to align with their objectives and optimise outcomes.
Nick specialises in managing wealth, retirement planning, and superannuation. He tailors client requirements to market opportunities as they arise, serving a client base that primarily consists of high net worth individuals and their families, as well as advising not for profit foundations. He is also a Master Practitioner Member of the Stockbrokers and Investment Advisers Asssociation (SIAA).
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