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Nick Merwald
BCA AdvDipFS(FP)
Private Client Adviser
I view my role as a financial guide. I enjoy helping educate and coach my clients to understand critical investment concepts, and work with them to create plans based on their life goals such as retirement independence. Clients depend on me to be a trustworthy, attentive guide on their path towards these goals.
Nicholas has over 20 years financial services experience working with several leading firms in the UK, New Zealand and Australia.
Nicholas provides wealth management advice to working professionals, retirees and self-managed super fund trustees.
Nicholas can work with you to review your superannuation arrangements and help you form a comprehensive strategy to make the most of your available investment options, tax concessions, financial incentives and rebates.
Investment Style
Nicholas likes to keep clients well informed through good communication. Nicholas takes time to understand his clients' needs and challenges, helps them implement a tailored financial plan or direct investment portfolio, and then works with clients on an ongoing basis as a financial guide.
Services and Specialties
Portfolio Administration
Wealth Management
Fixed Interest and Cash Management
Financial Planning
Stockbroking
Superannuation Advice
Qualifications and Professional Affiliations
Advanced Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)
Bachelor of Commerce & Administration
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Superannuation
FASEA Financial Adviser Exam
Securities
ASIC Financial Advisers Register
Financial Planning
Tax (financial) Adviser
Direct International Equities Trading Adviser
Managed Investments
Generic
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of salary and percentage of fees.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
