Nicholas is a Private Wealth Investment Adviser, helping clients develop and implement personalised investment strategies and manage their portfolios in pursuit of their long-term wealth goals. He works with a diverse range of clients, from individuals and not-for-profit organisations through to listed businesses.

Nicholas takes the time to understand each client’s circumstances, goals and priorities, ensuring his advice is considered and aligned to their individual needs. He is committed to helping clients make informed decisions, supported by the firm’s research and collaborative culture.

Nicholas holds a Bachelor of Commerce (2016) and went on to complete his Chartered Accountancy qualification in 2018. Committed to broadening his expertise in wealth management, he later completed a Graduate Diploma of Financial Planning in 2023 and most recently passed the Financial Adviser Exam in 2026.