Nick Merwald

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BCA AdvDipFS(FP)

Authorised Representative: 001005210

Private Client Adviser

"My goal is to provide clients with the right level of guidanceĀ and knowledge to navigate the economic landscape and unlock the investment potential in their assets to achieve their financial goals."

Nicholas has 18 years financial services experience working with several leading firms in the UK, New Zealand and Australia. Nicholas specialises in investment strategy and portfolio management advice for working professionals, retirees and self managed super fund trustees.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Portfolio Administration
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Nicholas aims to keep clients well informed through good communication. He takes time to understand his clients' needs and challenges and work with them on an ongoing basis to help them achieve their financial goals. Specific areas of advice Nicholas can assist with include tailored investment strategies using ASX listed securities, strategies to offset capital depletion of income producing assets in retirement, retirement planning for business owners, off-farm investing strategies for the rural sector, and strategy advice and guidance to SMSF clients (investing, consolidation, reviews).

Industry Education & Experience

Qualifications
  • Bachelor of Commerce & Administration, Victoria University of Wellington, 1995
  • Diploma of Financial Services (Financial Planning) , KAPLAN, 2011
  • Advanced Diploma of Financial Planning, KAPLAN, 2014
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Branbo Pty Ltd which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me as your adviser by way of salary and percentage of fees.