Nick's qualifications
At work
Nick works in our Administration Team, where he is responsible for the implementation of clients’ financial planning transactions. He acts as a point of contact for our clients, helping make their journey as seamless as possible. Nick has several years’ experience in financial planning, having worked as a Paraplanner for over 5 years in the UK. This has given him extensive knowledge of pensions and investments.
After leaving school, Nick initially studied to become a sports coach before moving across to Financial Services. He holds a Diploma in Regulated Financial Planning through the Chartered Insurance Institute.
Nick has recently moved to Sydney from Scotland, so is well-placed to understand the process of emigrating.