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Having been scouted by Stonehouse Wealth Management as a bright prospect Nick joined the business as a Paraplanner and enthusiastically embraced the challenge of developing his already sound technical skills to become a highly regarded member of the advisory team.
Nick holds a Master of Business – Applied Finance (Queensland University of Technology), a Bachelor of Business (Queensland University of Technology) and a Diploma of Financial Services (Kaplan). Nick has recently commenced a Master of Business Administration (MBA) Program and in his quest to provide his clients with the best financial planning advice, Nick has also committed to obtaining the very highly regarded industry qualification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).
Apart from his sound technical skills, Nick considers his most important attribute to be his exceptional interpersonal skills. He is focussed on developing productive relationships with his clients and through meaningful dialogue achieves a comprehensive understanding of their financial and lifestyle aspirations.
When not applying his considerable expertise in the workplace, Nick enjoys spending time with family and friends. The energy, enthusiasm and high level of discipline he demonstrates at a professional level are also evident in his leisure pursuits which include touch football, scuba diving, rugby union and resistance training. |