About Me

I grew up before it was cool to be a nerd. And in every way, I was a nerd. I’ve always been a strategic thinker with a tendency to over analyse anything that could be measured. Looking back, financial planning was such an obvious fit for me. I’m glad I stumbled into it.

Finishing up at Curtin Uni with a Bachelor of Commerce, I had no idea what to do next. I felt I didn’t have enough information to decide what I wanted to spend my life doing, so I avoided the decision entirely. I applied for every job with the word “finance” in the title. Years later, here I am, loving the fact my days are spent having interesting conversations and helping people see progress towards what’s important to them.

My hobbies include tinkering with my 1990 MX-5 and regularly putting it to the test around Barbagallo Raceway. I’ve learned that the slowest, least exciting looking lap is often the quickest. Similarly, a financial plan can be effective and based on complex principles, without being confusing or complicated. Figuring out where you’re going, starting with a map and staying on track is the best way to reach the finish line. Helping people at each stage of this process is one of the most rewarding parts of being a financial planner.

Nick is a CERTIFIED FINANCIAL PLANNER® professional (CFP®). He has a Bachelor of Commerce (Economics and Finance), Diploma of Financial Planning and is an SMSF Specialist (SSA).