Nick Guidera

I’m a Private Wealth Adviser at Morgans Financial in Sydney, working with founders, listed executives, and their families at the moments their wealth gets complicated — a liquidity event, a concentrated equity position, or the transition from building a business to managing its proceeds. I work closely with each client to understand their goals, so my advice can be tailored for their individual situation. Before Morgans, I spent 16 years working in financial markets, including as Lead Portfolio Manager of the Eley Griffiths Group Emerging Companies Fund, and across institutional equities desks in New York and Sydney with CLSA. I’m also a trained lawyer, which brings a rigorous and structured approach to managing risk and providing advice. I partner with founders, executives, and families, alongside their trusted professionals, to build strategies designed to last.

Investment Style

My work centres on clients navigating a listing, an exit, or a concentrated stock position, as well as those families who need their wealth managed with the same care. For complex circumstances, I take a holistic approach to structuring and diversifying wealth without unnecessary risk or tax cost. I work with clients to construct portfolios around an Evidence Core — a diversified, evidence-based backbone — paired with a Conviction Satellite for higher-conviction positions, sized to each client’s risk tolerance and liquidity needs. Drawing on my institutional background, I also help listed executives manage their shareholding and the practicalities of trading it.

Services and Specialties

Wealth Management

Stockbroking

Industry Experience

Sectors Covered

Nick Guidera's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma of Financial Planning

Master of Management (Financial Management)

Bachelor of Laws

Graduate Certificate of Legal Practice

Australian Practising Certificate

Associations

Law Society of New South Wales

Competencies

Securities

Managed Investments

Generic

Superannuation

I am a Director and Shareholder of Limeburners Creek Pty Ltd trading as Belgrave Advisory, which is a Corporate Authorised Representative of Morgans Financial Limited - Sydney. As a Director and Shareholder of Limeburners Creek Pty Ltd trading as Belgrave Advisory, I am remunerated by way of salary, bonuses and dividends.