Nick Bond
Senior Financial Planner
Nick's qualifications
At work
Nick has worked in financial services since 2008, focusing his expertise within the pension transfer advice arena. He is a qualified and licensed financial adviser in both in the UK and Australia, ensuring high-level, cross-border financial planning advice. Nick is also a Pension Transfer Specialist. Over the years, Nick has assisted hundreds of clients in transferring their assets into the most suitable tax environment, and he has built trusted relationships with a number of local financial planners.
In 2014, he got a taste for the Australian way of life and made the permanent move from the UK to Sydney to be closer to family. As an expat himself, Nick understands the challenges facing his clients and their families when they make the decision to move abroad. This unique insight allows him to approach each individual situation with empathy and compassion.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.