Nicholas is a founding partner of Evans and Partners and Head of the Private Wealth Management (PWM) team in Melbourne.

Nicholas started his share broking career 32 years ago with Potter Warburg’s Private Client department. He then joined Merrill Lynch in a management role and went onto further his career with Goldman Sachs JBWere.

Nicholas serves as a member of the Compliance Committee, the Operational Risk Committee and is a Responsible Manager. As a senior investment adviser, Nicholas provides advice to investors on Australian and offshore equity and derivative markets and specialises in asset allocation modelling and option strategies.

Nicholas holds a Bachelor of Business, majoring in Economics from Monash University, a Graduate Diploma in Applied Finance and a Series 7 International Equities license which helps him assist clients looking to build a portfolio of international shares.

Nicholas completed the FASEA Financial Adviser Exam in November 2020.

Expertise
  • Advisers
  • Advice and Strategies for Family Offices
  • High-Net-Worth Investing
  • Not-For-Profit Advice