Nik works closely with private individuals and families, non-profit organisations and foundations assisting them with the management of their capital.
Having begun his career as an accountant, Nik’s passion was to pursue a path in the international financial markets and he relocated to London to manage the private investments for a well-known European-based family. Developing investment strategies and managing portfolios across a range of asset classes and investments, Nik’s primary focus for the family was to preserve and grow their capital and ensure effective intergenerational wealth transfer.
Returning to Australia, Nik continued to manage wealth for private individuals and families, non-profit organisations and foundations at UBS Wealth Management, EWM Group and Commonwealth Private. At Koda Capital, Nik offers a team-based approach to wealth management which, along with the expertise of the wider group, enables him to deliver truly independent investment advice for his clients.
Nik’s qualifications include both a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland, a Diploma and Investment Management Certificate from the Chartered Institute for Securities and Investment in London. He is also a Certified Practicing Accountant (CPA).