Our Team / Newcastle Office
Financial Planning Support Team Leader
Since commencing with Vision in 2018, Nick has now been promoted to the role of Financial Planning Support Team Leader, using his past 9 years experience in Financial Advising and Para-Planning to guide and mentor the team in supporting the Financial Advisers.
What Nick likes about Vision is the great team of people who work tirelessly to help clients in achieving their financial goals. It is a very open and progressive organisation where we work well as a team at all levels, and are always looking for new innovations and ways to provide a better service to our clients.
“ I enjoy helping clients through the maze that can be personal finances. Finding ways to achieve a desired outcome or just making managing their financial affairs simpler is something I am passionate about. There are so many everchanging legal, government and taxation rules, that make it so difficult for many”.