Nick is a private client adviser in our Melbourne office. Nick’s career at Shadforth and associated firms began in 2001 when he joined Outlook Financial Solutions. In 2005 Nick relocated to London to work as an investment adviser for the Millfield Partnership. At Millfield, Nick was involved in the research and analysis of unit trusts, listed securities, listed investment companies, portfolio construction and tax effective investments and bonds.
Having gained boutique investment firm experience, Nick returned to Australia in late 2006 where he re-joined Outlook Financial Solutions to provide clients with expert advice and portfolio management.
Nick offers clients a deep knowledge of self-managed super funds and personalised portfolios and holds a Diploma of Financial Advice from the Securities Institute of Australia and a Bachelor of Business majoring in Management and Marketing.