Nick Bird

Private Wealth Adviser

Background

Nick is a seasoned Private Wealth Adviser with seven years of industry experience. He holds a Bachelor of Business, majoring in Economics and Finance from RMIT Univeristy.

Nick began his career at E. L. & C. Baillieu and joined Ord Minnett in 2022 through the acquisition. With a client-first approach, he specialises in investment advice, particularly in asset allocation and portfolio management.

Nick works closely with clients to ensure their investments are strategically aligned to meet their long-term financial goals, providing tailored solutions based on their unique circumstances and needs.

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 (Economics & Finance) RMIT University

Certifications

  • Accredited Derivatives Adviser Level 1

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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