Financial decisions made in isolation can cost Australians hundreds of thousands of dollars. We’ve brought together a team of specialists who’ll work together to build and protect your wealth in a strategic and coordinated way. The advice you receive will be in your best interests. You’ll save time and money, and you’ll avoid confusing contradictory advice.
Stephen is the founder of Nexus Private Wealth Management. Stephen holds a Bachelor of Business majoring in Banking/Finance and Accounting, a Diploma of Financial Planning, and a Diploma of Finance and Mortgage Broking Management. He also holds Specialist SMSF accreditation, an Australian Credit License, a Real Estate Agency License and is a member of the REIQ.
Stephen has spent more than 20 years in the finance industry and has held State Manager roles with Australian Finance Group (AFG), Australian Unity and Lawfund Australia. Prior to establishing Nexus Private, Stephen worked for MLC as an adviser to financial planners.
It’s Stephen’s driving motivation to help people understand Australia’s complex financial system, so they can take advantage of the many opportunities and strategies available to achieve financial independence and their life dreams. It’s rumoured that Stephen regularly sings in the car and knows the words to every David Bowie song.
Natasha is a Chartered Accountant with several years’ experience working in public practice, taxation accounting and corporate finance in Australia and the United Kingdom. With high attention to detail and an investigative mind, Natasha works hard to gain an intimate understanding of her clients’ complete financial circumstances. After interpreting the data, Natasha provides informed, forward focused advice.
Natasha holds a Bachelor of Commerce (Accounting) and Graduate Diploma of Chartered Accounting. She is also a member of the Institute of Chartered Accountants in Australia and New Zealand, a registered Tax Agent and currently studying a Diploma of Financial Planning.
Michael has completed his Advanced Diploma of Financial Planning and is a Certified Financial Planner. He started his career in the financial services industry 25 years ago doing tax returns for ITP. Most of his time is now spent in a technical and compliance role assisting the advice team to deliver superior outcomes for clients. Michael is also married to an accountant and tax trainer. He enjoys an almost unhealthy proclivity towards numbers and tax legislation. In contrast, Michael’s first job was as a DJ in a nightclub.
John holds a Bachelor of Business majoring in Accounting, a Diploma of Financial Planning, and is a Member of the National Real Estate Association. John has had a diverse career spanning many years in the finance, retail and property industries. He has spent time with a Big 4 Accounting Firm, one of Australia’s leading real estate agencies, and one of Australia’s most exciting start-ups. Prior to joining Nexus, John worked for a listed financial advice company.
It’s John’s passion to help people achieve the Australian dream of owning their own home and guide them through the ever changing financial wilderness. John’s main claim to fame is his ability to rattle off useless basketball knowledge and statistics.
Jo is a professional Executive Assistant with over 17 years’ experience supporting senior executives in the Financial Services and Legal industries in Australia and Ireland.
Jo gained extensive experience while working for 14 years in a global insurance broking firm in the Sydney and Dublin offices. She likes to take every opportunity to learn new skills and strives to deliver exceptional service to everyone she meets.
Originally from New Zealand, Jo’s love of travel has seen her live and work abroad for many years before finally deciding to settle in Australia in 2007. One of Jo’s more unusual jobs was working as a Golf Caddy at a private country club in Japan.
Outside of work Jo loves to spend time with her family and enjoys cooking.
Warren holds a Diploma of Financial Services and is a Member of the Mortgage and Finance Association of Australia and has had a diverse career spanning many years in the finance and banking industry. He has spent time with a Big 4 Bank, working for himself and with various financial companies throughout his career.
Warren is passionate about helping people with their financial journey. He has a strong technical back ground and works hard to ensure people are put first.
When not at the desk, Warren enjoys making furniture or spending time with his children.
Lauren is a Senior Solicitor with a wealth of knowledge on structuring client affairs to provide superior asset protection and tax efficiencies when estate planning. She holds a Master of Applied Law, Bachelor of Law and a Graduate Diploma of Legal Practice. With a broad range of personal experience investing in real estate and shares, Lauren offers a personal touch and a pragmatic edge to wealth protection and legal advice.
Marian holds an Advanced Diploma in Financial Planning and has been in the Financial Services industry since 2014 where she has gained experience in investment administration, implementation and paraplanning.
Marian assists the Wealth Manager in the advice process and is passionate about showing each client how they can achieve their financial goals in a way that is educational and easy to understand.
Outside the office she enjoys the beach, hiking and generally anything the great outdoors has to offer.
Laura is the insurance guru here at Nexus, providing advice, administrative support, and the ongoing management of our client’s insurance needs, such as reviews or claims processing. Laura has gained a vast amount of experience working with Lexon Insurance and more recently TAL Life insurance, providing her with the ideal base for a specialised career in the risk insurance space. In addition to her insurance background, Laura also has an extensive background in administration, holding a certificate IV in Business Administration and is currently completing her Diploma of Financial Planning.
Laura is originally from South Africa and emigrated to England for five years at the age of 18. She discovered that she was not cut out for the English weather and decided to settle permanently in sunny Australia in 2011. In her spare time Laura enjoys participating in outdoor activities with her two young children.
Nicholas is an Assistant Accountant at Nexus Private Wealth Management. A recent QUT graduate, he holds a Bachelor in Business, majoring in Accounting and has experience in accounting and taxation through various small Accounting firms throughout Brisbane. Nicholas, curious by nature, is eager to learn the ins and outs of the industry and to help clients achieve their best possible outcomes. He is currently working towards his Charted Accountancy certification and excited to expand his skillset to better service client needs.
Nicholas enjoys cooking, and spending time in the great outdoors with friends and family, he has a passion for camping, hiking and petting dogs of all shapes and sizes.
Nicole entered the financial services industry in 2013 beaming with enthusiasm. Prior to joining Nexus, Nicole looked after a large team of Client Support Managers throughout QLD and NSW alongside a team of Administration Assistants in the Philippines where she was responsible for conducting training and providing support.
As the Nexus Client Services Manager, Nicole is responsible for delivering exceptional client experiences and ensuring smooth implementation of our internal processes.
Outside of work, Nicole enjoys spending time with her partner Chris and their Border Collie Kyte. They are currently renovating their home and Nicole loves nothing more than having the whole family together over a Sunday night dinner. She also has a passion for friendships and loves sitting on the couch catching up on Netflix.
Summah is currently completing her Diploma of Financial Services. With extensive experience in customer service and an ability to understand what is important to people, her efficient approach and genuine interest in helping others succeed inspires absolute trust from our clients. She also has a background in marketing and public relations. Summah is focused on helping clients enjoy their experience at Nexus. In her spare time, Summah enjoys travelling, French cheese and cooking.
As the team Mascot, Rufus (sometimes referred to as Woofy) is responsible for keeping up staff morale and providing on-demand cuddles to those who have had a challenging day. Working from his home office, one of Rufus’ key capabilities is asset protection. With a keen nose and a sixth sense for good character, Rufus protects the Vick residence and its contents while his parents are ‘bringing home the bacon’. He makes no demands for his unconditional love, but won’t pass up an opportunity to be compensated with long walks or a belly scratch. Rufus enjoys the dog’s life and in his spare time likes to chase possums, chew bones and wrestle his feline sister, Hermione.
For many years my husband and I struggled with where to go for financial advice. We wanted somewhere that was a one stop shop and to find an adviser who would look at our whole of life needs now and for the future and be able to tailor solutions accordingly. Someone who would take the reins in some ways, to take the pressure off us, set it all up, monitor and manage it all for us. We wanted someone who would be genuinely interested in what was the best for our family and not just pretend to be ... Read More
I have been a Nexus client for nearly 3 years now. They have always been there for me, even just to touch base when I was unwell. Nothing is too much trouble and the effort they put into finding and giving you the best comprehensive advice is tremendous. They have all been a pleasure to deal with and I feel so comfortable with them I am using them more and more for my wealth management. Super, Insurance, Property, financial planning, mortgage brokering and my accounting now all in one place. I ... Read More
Sonya and I have been a Nexus Client since 2012 and in that time the global economy has been subject to volatile property and share market fluctuations often ending in negative growth for most investors. The investment strategies Nexus have provided us with have improved our financial position during these challenging times whist also positioning us for future growth opportunities when they arise. A combination of having strategies in place and the ongoing coaching by the Nexus staff to better ... Read More
It has been a pleasure working with John. My first contact with him was over the phone when I was really overwhelmed with multiple decisions I needed to make to clean up my finances. He has provided clear and concise guidance to both myself and my partner reducing the stress around changing things for the future. His presentations are clear, he takes his time and really goes above and beyond what he needs to do in order to please his clients. I have since referred several of my close friends and ... Read More
I first went to Nexus about 18 months ago at which time I had just left the army and started my own business. Nexus did something I suspect very few wealth management companies would have done. They advised me to NOT pay them and wait until I was in a better financial position. This instantly tells me they are an ethical and people centric company. They could have taken my money and put me in a position of high risk, but they chose to forgo a commission to give me the most honest response possible. ... Read More
We have been with Nexus right from the beginning. When we decided to start a SMSF we wanted to go with a company that could do it all. Nexus provided us with that. They know everything about us now and look after our SMSF, Trusts, business tax and personal tax. Every member of their staff are knowledgeable and approachable. We are so happy and fortunate to have found Nexus. They have made our life so much easier.
I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.
We have had a great experience with Nexus. They were recommended by family and we too would recommend them to anybody. Steve and John took the time to explain everything and never used pressure tactics. They also made sure they really got to know us and our goals before making a plan.
Nexus has helped my wife and I establish a holistic financial plan, including long term financial planning, as well as the recent purchase of an investment property.
Stephen and his team have always gone to the effort to understand our personal priorities, and we trust their views and advice which is informed, balanced and focused on our best interests. We highly recommend Nexus Private Wealth Management to anyone who needs financial advice.
My wife and I have been working with Nexus for a number of years now and outside of the financial advice, we have stayed for two main reasons. Firstly, the customer service is second to none and as the Nexus business grows, they manage to employ staff with the same focus on serving the customer. Secondly, the complete service offering means that we don’t need to find different providers for our super, versus our business needs versus our personal tax.
John has been working with my partner Jarryd and I for roughly six months to one year now, we are both young professionals and were looking to buy our first house. Obviously not knowing anything about the property industry or setting up long term wealth in general we really wanted to set ourselves up for the best chance of success. After meeting with John and the team at Nexus there was no question in our minds that we were going to utilise their services. John has spent copious amounts of hours ... Read More
Nexus are great! The support and tailored advise received has been very beneficial. We now have long term financial goals to set ourselves up for the future. I would highly recommend them to anyone looking for financial advice.
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Nexus Private Wealth Management is made up of the following companies: Financial Planning Advice is provided by Nexus Private Financial Planning Pty Ltd – ABN 58 159 649 055. Authorised Representative of Madison Financial Group Pty Ltd (MFG) – ABN 36 002 459 001 (AFSL No. 246679) | Investment Property Advice is provided by Nexus Private Property Servies Pty Ltd – ABN 52 159 828 038 (REA no. 3565454) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778)
Information contained within this website is general advice only. We have not taken into consideration any individual circumstances and suggest that no person act on the basis of this information without obtaining professional advice as to how it applies to their own personal circumstances. All content appearing on this website is proprietary, copyrighted and owned or licensed by Nexus Private. Any unauthorised use of content from this website is strictly prohibited. All rights reserved.
