Nick Chatterton

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

Nick Chatterton's previous roles have included

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.