Nick Kershaw
Financial Adviser
My goal is to help grow your wealth over the long-term by providing clear, concise, high quality financial advice while providing the highest level of service.
Nick holds a Bachelor of Commerce (Economics) and a Master of Finance, along with a Graduate Diploma in Financial Planning. His passion lies in identifying outstanding Australian businesses with strong economics and management that act as true custodians of shareholder wealth. He specialises in building robust investment portfolios that will benefit from capital growth and income over the long term.
Investment Style
Nick is an active stock picker, committed to the belief that patience and long-term investment in equities consistently outperforms other asset classes, forming the foundation of sustainable wealth creation. Nick offers a range of bespoke investment strategies including yield strategies and direct equity advice in your superfund.
Services and Specialties
Financial Planning
Portfolio Administration
Superannuation Advice
Self-Managed Super Funds
Investment Advice
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Qualifications and Professional Affiliations
Master of Finance
Graduate Diploma of Financial Planning
Bachelor of Commerce (Economics & Finance)
Associations
No items found.
Competencies
Financial Planning
Superannuation
Securities
Generic
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees.
