Nick Shah
Private Client Adviser
Nick has been in the financial services industry since 2015, primarily in financial planning and long-term wealth management. He has a Bachelor of Commerce (Banking & Finance), Diploma of Financial Planning and an Advanced Diploma of Financial Planning. According to Nick, the most satisfying part of being an Advisor is seeing his clients achieve their goals.
Investment Style
Nick adopts a ‘goal-based’ approach, helping his clients first understand, develop their lifestyle and financial objectives, which he ensures they achieve, by actively servicing them on an ongoing basis. The result is a complete wealth management service that is customised to meet the specific long-term goals of each client.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of percentage of fees.
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.
