Nick Connelly

Associate Director, Wealth Management

Nick Connelly

Centering his advice around a holistic understanding of each client’s individual financial situation and objectives, Nick delivers all-encompassing strategic financial planning and investment advice.

Nick Connelly

About Nick.

Nick Connelly is an Associate Director and Representative of Perks Private Wealth. He has extensive experience in providing private clients, associations, foundations and corporate superannuation funds with strategic financial planning and investment advice.

Working in the financial planning industry, and with Perks, since 2008. Nick previously led the firm’s Investment Research function. Now as Associate Director, Nick continues to play an important role on the Perks Investment Committee, offering his expert opinion on investment opportunities that undergo the firm’s stringent evaluation process.

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals. Centering his advice around a holistic understanding of each client’s individual financial situation and objectives, Nick delivers all-encompassing strategic financial planning and investment advice.

With a passion for financial markets, Nick stays up to date with the dynamic world of investing, equipping him to provide cutting edge investment advice to a diverse range of clients and the wider Perks Team alike.

Qualifications & Associations:

  • Masters of Applied Finance
  • Advanced Diploma in Financial Services (Financial Planning)
  • Financial Planner AFP®
  • Sits on the Perks Investment Committee

Specialisations:

  • Wealth Management
  • SMSF

Get in touch with Nick.

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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global
  • Xero Accounting Partner of the Year Australia