Nicholas Jamieson

Private Wealth Adviser

Background

Nicholas specialises in investment strategies within financial markets, assisting clients in achieving their financial objectives through bespoke portfolio management and strategic asset allocation. Nicholas has cultivated enduring client relationships across Melbourne, built on a foundation of dedicated service and genuine commitment to their financial success.

Nicholas’s core competencies encompass asset allocation and market investment, enabling him to ensure clients consistently surpass their financial targets.

Through diligent client engagement, Nicholas fosters trust and dedicates time to understanding their priorities and aligning their financial strategies with their aspirations.

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 Commerce (Finance & International Business), Deakin University

Certifications

Areas of Advice

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

Office

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

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