Strategic Financial Adviser
Nick is a seasoned financial professional, delivering an impressive set of qualifications and experience to his dealings with clients. Nick operates as a Strategic Financial Adviser, catering to a diverse clientele with a wide spectrum of financial needs. His expertise spans Superannuation and Self Managed Superannuation advice, specialised strategies tailored for both current and former Government Employees within the GESB framework, as well as comprehensive investment, insurance, and estate planning solutions.
UK Pension Specialist
Arriving in Australia in 2006 after working in the UK pensions and investment industry, Nick spent the following eight years as the General Manager of the world’s largest provider of advice and transfers of UK Pensions to the Australian superannuation system.
Nick’s expertise in this domain has provided him the opportunity to guide numerous UK expats through intricate tax, investment, and transfer considerations, managing substantial pension funds transitioning to the Australian financial framework.
Sought After Expert
Nick has been called upon by some of the major banks to provide services to their clients and advisor networks and has travelled the country delivering presentations and training.
Incorporated into his role at Empire is advice to the sizeable group of current and former State Government employees, where he has received hands on GESB West State and Gold State training.
Nick also sits on the Empire Investment Committee, responsible for the oversight of client portfolios valued in the hundreds of millions of dollars.
Academic Foundation
Nick’s Australian qualifications include a Masters in Financial Planning and Advanced Diploma of Financial Services (Financial Planning), which are complimented by a Bachelor of Arts from the University of Wales in Cardiff, and an Advanced Certificate in Financial Planning (UK Insurance Institute).