Nick Shah | Private Client Adviser
I am focused on building strong client relationships through a personalised approach.
Creating, managing, and protecting wealth through effective financial management is my core objective.
Why choose me?
I’ve been working in the financial services industry since 2015, focusing primarily on financial planning and long-term wealth management. I hold a Bachelor of Commerce (Banking & Finance), a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning. For me, the most rewarding part of being an advisor is seeing my clients achieve their goals—it’s what drives me every day.
Financial advice tailored for you
Financial Planning
Navigate major life changes—like marriage, buying a home, or retirement with expert financial advice. We help you manage unexpected life events, such as job loss or inheritance, ensuring your wealth management strategy is secure, personalised, and designed for your long-term financial future.
Find out more
Retirement advice
Effective retirement planning balances tax efficiency, investments, and income streams from superannuation, assets, and Centrelink. We help tailor your retirement strategy to meet your financial goals, staying up to-date with the latest legislative changes to provide the best advice.
Find out more
Superannuation advice
Superannuation is one of the most tax-effective ways to save for retirement. However, understanding contributions and tax benefits can be complex. We help you maximise tax benefits and financial incentives to secure a comfortable retirement.
Find out moreThank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
What my clients say about me
"Nick demonstrated a deep understanding of my financial goals and took the time to tailor a strategy that perfectly aligned with my needs. He provided clear and insightful guidance, helping me navigate complex financial decisions with confidence. I highly recommend Nick Shah, as he genuinely cares about his clients’ success."
D. Lane
Morgans Client
What my clients say about me
"One of the standout qualities of Nick is his prompt and efficient communication. Whether we reach out via email or phone, we always receive a timely response, ensuring that our financial concerns are addressed without delay. His dedication and advice have given us confidence in our financial future. Highly recommended!"
T & L. Fimmano
Morgans Client
What my clients say about me
"Nick is extremely knowledgeable, acutely aware of market trends, and very encouraging concerning my financial needs, wishes and aspirations. Nick is in regular contact with me and without the short time that Nick has been managing my super, it has grown at a considerable rate. If you need an advisor who is passionate about what he does and puts the client first, then don’t hesitate to use Nick Shah."
B. Hughes
Morgans Client
What my clients say about me
"Nick is professional, well informed and very organised. All communication is clear, transparent and personalised. I feel secure regarding my financial decisions and future.
I highly recommend using Nick Shah."
I highly recommend using Nick Shah."
S. Forster
Morgans Client
The Morgans difference
Backed by 20+ analysts
Backed by a team of over 20 analysts, we leverage award-winning research and industry insights to provide our clients with strategic advice. We cover over 200 ASX-listed stocks, providing broad market expertise.
Financial solutions
We craft strategies tailored to your individual goals. This includes wealth accumulation and retirement planning.
Global investor reach
Our ability to engage both domestic and international high-net-worth retail and institutional investors is a key differentiator and allows us to deliver a diverse investor mix to meet specific investment goals.
