Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Nick has over 28 years of financial services experience, and commenced working in the industry with Fay Richwhite merchant bank in 1987. After spending time working and travelling overseas, Nick returned to Australia to work for Lend Lease and then NAB, following the takeover of MLC. During his time there he held various senior operational and commercial roles at MLC Employer Super, Godfrey Pembroke, Medfin and NAB Asset Management amongst others. He was also a foundation team member of Plum Financial Services and nabInvest. After leaving NAB, he joined Perennial Value Management where he worked on their Listed Investment Company (LIC) and was involved in helping establish their Exchange Traded Funds (ETF) business.
Nick joined Lifestyle in June 2022 and recently commenced his Professional Year in order become a fully authorised financial planner. This is something he has wanted to do for a while, and he now wants to utilise his skills and experience for the rest of his career to help people achieve their financial goals, with a focus on helping people with their retirement plans.
Nick has lived on Sydney’s northern beaches most of his life, and outside of work he is married with 2 daughters who are both studying at university. He likes going to the gym and the beach, playing golf, travelling and keeping active. He is also an avid Manly Sea Eagles and Sydney Swans fan.
- Graduate Diploma of Applied Finance and Investment
- Graduate Diploma of Financial Planning