Nick Sale
Investment Adviser
I aim to provide specialist, personalised wealth creation and protection strategies. Through strong engagement, I work to nurture long-term partnerships with clients providing targeted, straightforward advice.
Nick has a Bachelor of Finance and has worked with Morgans since 2019. He gained extensive experience in portfolio management and equities investment with the Wealth+ platform since joining the Brisbane dealing team in 2021.
Investment Style
Nick specialises in working with clients to establish and achieve their investment goals. He delivers ongoing advice through strategic investment selections and portfolio management. At the foundation of his strategy is investment in high quality businesses and regular portfolio maintenance.
Services and Specialties
Portfolio Administration
Financial Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Stockbroking
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Derivatives Advisers Level 1
Bachelor of Business
Ethics and Professionalism in Financial Advice
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Superannuation
Generic
Managed Investments
Securities
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
