We will always strive to achieve optimal outcomes for our clients.
As Private Wealth Managers we assist our clients to build, protect, and manage their personal wealth. We take a big-picture approach when providing financial advice.
Stephen is the Director and 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 24 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.
Jo is a professional Executive Assistant with more than 17 years’ experience supporting senior executives in the Financial Services and Legal industries in Australia and Ireland.
Jo gained extensive experience while working in a global insurance broking firm in Sydney and Dublin for 14 years. Jo takes every opportunity to learn new skills and strives to deliver exceptional service. Jo was born and grew up in New Zealand before moving to Europe where she lived and worked in London and Ireland. Jo’s love of travel and overseas adventures has given her many life experiences which she fondly looks back on. In 2007, Jo settled in Australia firstly working in Sydney before relocating to Brisbane in 2016. Jo’s natural ability to run a tight ship makes her a valuable member of the Nexus Private team.
Michael holds an Advanced Diploma of Financial Planning and is a Certified Financial Planner. He started his career in the financial services industry more than 25 years’ ago completing 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 has been working in the financial services industry for more than a decade. He holds a Bachelor of Business majoring in Accounting, a Diploma of Financial Planning, and is a Member of the National Real Estate Association. John’s career and experience is diverse with many years working not only in finance, but retail and property industries as well. He worked with one of the big four Accounting Firms, one of Australia’s leading real estate agencies, and one of Australia’s most exciting start-ups. Prior to joining Nexus Private, John worked for a number of years with a listed financial advice company.
It is John’s passion to help people achieve the Australian dream of owning their own home and guide them through their ever-changing financial challenges.
Having first-hand experience dealing with health-related and financial challenges, John was diagnosed with Non-Hodgkin’s Lymphoma in 2010. During his treatment, he documented his journey, including his struggle of growing up with Tourette’s Syndrome. His raw and emotionally driven book is a tribute to his family and friends who helped John battle his own illnesses throughout his life.
Recently, John married his media savvy wife and together they are enjoying raising their adorable puppy, Bailey. John’s other passion is watching every and any game of basketball and can also punch out key stats and player breakdowns in his sleep – one to have in the trivia team!
Natasha is a Chartered Accountant with more than 15 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 a detailed 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.
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.
Wendy has more than 9 years working in the Property industry and holds a real estate licence. Prior to joining Nexus, Wendy was working in Franchised Resales for the head office of a large firm managing the Resale of franchised retail stores nationally. Within this role, she was responsible for the client relationship management during the resale of a store, their contract of sale, and their franchisee approval process. Prior to this role, Wendy spent 6 years in property service and sales.
As a Property Investment Manager, Wendy collates and analyses large volumes of property related data and works with Developers, Aggregators, Builders, and Agents to assist with sourcing high quality investment properties that fit our client’s needs. Wendy also manages our contract of sale process, working with the Vendors, Solicitors, Mortgage Brokers, Financial Planners and our Clients to ensure a smooth transition through to Settlement.
Wendy enjoys meeting new people, lunching with family and discovering new cafes while walking through West End, and surrounding suburbs with Maxi, her cavoodle.
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 worked with one of the big four banks, as well as various financial companies throughout his career.
Nicholas is an Accountant at Nexus Private and holds a Bachelor in Business, majoring in Accounting. Nick has extensive experience in accounting and taxation through various small Accounting firms in Brisbane. Nick is always keen 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 skill set to better service clients.
Nicholas enjoys cooking, and spending time in the great outdoors with friends and family, he has a passion for camping, hiking and is a huge animal lover.
Marian holds an Advanced Diploma in Financial Planning and has been in the Financial Services industry since 2014. Marian has extensive experience in investment administration, implementation and paraplanning. Marian works in the advisory team as our paraplanner. She is passionate about showing each client how they can achieve their financial goals in a way that is educational and easy to understand.
Marian enjoys getting to the beach whenever possible as well as hiking and exploring the coastline of Queensland.
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 ... 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.
I had no experience in working with a financial advisor or wealth management group. I also did not have the time or interest to research information myself. It has been a pleasure to work with John and Steve, as they have guided me through my journey of starting an investment plan for my future. I would highly recommend Nexus for anyone who would like to grow their wealth and learn about the process while doing so.
© 2019 Nexus Private Wealth Management
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)
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