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Nick Chatterton
Investment Adviser
I aim to provide high quality, tailored investment advice that meets your financial goals and creates a stable investment platform for building your financial future.
Nick commenced in the financial services industry with Morgans Wealth+ in 2014. He gained extensive knowledge in portfolio management and equity investment with the Wealth+ platform before moving to the UK in 2017. In the UK he worked as a financial reporting analyst at WPP PIc and as a foreign exchange trade executor at World First Currency Transfers.
Investment Style
Nick’s investment style is focused on creating clients wealth through direct equity exposure, finding attractive investment opportunities and portfolio allocation.
Services and Specialties
Superannuation Advice
Fixed Interest and Cash Management
Financial Planning
Investment Advice
Qualifications and Professional Affiliations
Accredited Derivatives Advisers Level 1
Bachelor of Commerce
Diploma of Financial Planning
Associations
No items found.
Competencies
Managed Investments
FASEA Financial Adviser Exam
Tax (financial) Adviser
Securities
Generic
Superannuation
Financial Planning
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
