Nicholas Hanlon

Private Wealth Adviser

Background

Nicholas is a dedicated Private Wealth Adviser with more than six years of experience in the financial services industry, having previously been an Associate Adviser at Perpetual Private.

He specialises in providing strategic financial and investment advice to high-net-worth families and business professionals, solving complex financial problems at different stages of their lives.

Nicholas works closely with a team of Senior Private Wealth Advisers to deliver tailored solutions, focusing on the longterm protection and growth of client wealth. He is passionate about building enduring, high-trust relationships and providing personalised assistance that educates clients on the value of quality financial advice.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

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

Qualifications

  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Commerce, The University of Melbourne

Certifications

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • 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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