Nick Anderson
Associate Pension Transfer Specialist
Nick's qualifications
At work
Nick is an Associate Pension Transfer Specialist based in our Sydney office. He has a solid background 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.
Originally aspiring to be a sports coach, Nick discovered his passion for the world of finance after completing his studies. He holds a Diploma in Regulated Financial Planning and is a qualified Pension Transfer Specialist. In 2025 Nick achieved a significant milestone by passing his Chartered exams with the CII, becoming a Chartered Financial Planner in the UK.
Having recently made the move from Scotland to Sydney, Nick not only brings his financial acumen but also a unique understanding of the emigration process. This makes him well-equipped to empathize with and cater to the needs of clients navigating a similar transition.