We will always strive to achieve optimal outcomes.
As Private Wealth Managers we assist our clients build, protect, and manage their personal wealth. We take a holistic approach when providing 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.
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.
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.
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.
Nicole has more than five years’ working in the financial services industry. Prior to joining Nexus Private, Nicole was a CSM support manager for a large interstate firm where she managed the Client Support Managers and an offshore team of Administration Assistants in the Philippines. Within this role, she was responsible for conducting training to ensure a streamline service level across the business.
As the Client Relationship Manager for Nexus Private, Nicole is responsible for delivering exceptional client experiences by managing the work-in-progress across the internal business units.
Outside of work, Nicole enjoys spending time outdoors with her partner and their Border Collie.
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.
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.
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.
© 2018 Nexus Private Wealth Management | Website by Excite Media
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.
