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
Stockbroking
Self-Managed Super Funds
Fixed Interest and Cash Management
Portfolio Administration
Financial Planning
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Bachelor of Business
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Financial Planning
Managed Investments
Generic
Superannuation
Securities
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. I am eligible to participate in a bonus scheme depending upon performance.
