Nicholas is a Senior Financial Adviser in our practice. He has been providing financial advice to clients for 29 years, commencing in the industry in 1987. He has extensive experience skilfully guiding clients through the technical maze of the financial world, assisting them to realise and maintain their financial goals.

He believes this is an ongoing process in an ever changing financial world. His philosophy is that an adviser must earn and maintain a client’s trust with accurate, ethical and professional advice if they are to enjoy a successful working relationship. His expertise and investment focus is on risk management assisting clients to preserve capital when markets fall.

He is married to Sarah and has 3 children. When he isn’t working he loves to meditate, travel, play music, go for walks in the Adelaide Hills and spend time with his family.

He specialises in giving advice in the following disciplines:

• Retirement Planning
• Redundancy rollover and investment
• Investment Advice including Direct Shares
• Capital protected investments
• Self Managed Super Funds establishment and investment
• Personal Insurance including Life, Income Protection and Major Trauma cover

Nicholas holds the following qualification:

• Certified Financial Planner
• Diploma of Financial Planning through Deakin University