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
Financial Planning
Fixed Interest and Cash Management
Investment Advice
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce (Accounting & Finance)
Accredited Derivatives Advisers Level 1
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Financial Planning
Generic
Managed Investments
Securities
Superannuation
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.
