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Nick Shah
Private Client Adviser
I am focused on building strong client relationships through a personalised approach. Creating, managing, and protecting wealth through effective financial management is my core objective.
Nick has been in the financial services industry since 2015, primarily in financial planning and long-term wealth management. He has a Bachelor of Commerce (Banking & Finance), Diploma of Financial Planning and an Advanced Diploma of Financial Planning. According to Nick, the most satisfying part of being an Advisor is seeing his clients achieve their goals.
Investment Style
Nick adopts a ‘goal-based’ approach, helping his clients first understand, develop their lifestyle and financial objectives, which he ensures they achieve, by actively servicing them on an ongoing basis. The result is a complete wealth management service that is customised to meet the specific long-term goals of each client.
Services and Specialties
Retirement and Estate Planning
Fixed Interest and Cash Management
Personal Insurance
Portfolio Administration
Financial Planning
Qualifications and Professional Affiliations
Advanced Diploma Financial Planning
Bachelor of Commerce (Banking & Finance)
Diploma of Financial Planning
Associations
No items found.
Competencies
Financial Planning
Securities
FASEA Financial Adviser Exam
Generic
Life Insurance
Direct International Equities Trading Adviser
Managed Investments
Superannuation
ASIC Financial Advisers Register
Tax (financial) Adviser
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of percentage of fees.
