Nick's qualifications
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With almost two decades of experience in financial planning, Nick works closely with clients navigating the complexities of relocating between the UK and Australia. He specialises in areas including pension and superannuation transfers, tax considerations, and long‑term financial planning for retirement in Australia. Nick takes a practical, personalised approach, translating complex regulatory frameworks into clear, actionable strategies that help clients feel confident and in control at every stage of their journey.
Originally from Manchester, Nick has strong roots in the UK, with most of his family still based there. Although he relocated to Perth in 2006, this ongoing connection gives him a genuine understanding of the personal and financial considerations involved when moving between the UK and Australia.
Nick holds a Master of Financial Planning and an Advanced Diploma of Financial Services. He has also completed specialist study in self-managed super funds (SMSFs), gearing and margin lending, and aged care advice, enabling him to provide well‑rounded and thoughtful advice tailored to each client’s circumstances.
When he’s not helping clients make sense of their financial lives, Nick can usually be found fishing on the Swan River with his two sons, coaching under 10’s football, or making the most of Perth’s outdoors through open-water swimming, surfing and bush walking.
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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.