Nik has more than 20 years of financial market and wealth management experience.
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 wealth of one of the world’s oldest and most renowned names in the brewing industry, the Guinness family. Constructing and managing portfolios across a range of asset classes and underlying investments, Nik’s primary focus for the family was to preserve capital and to ensure effective intergenerational wealth transfer.
Returning to Australia, Nik continued to manage wealth for families and private clients at EWM Group in Brisbane and with Commonwealth Private in Sydney. 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 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).