Centering his advice around a holistic understanding of each client’s individual financial situation and objectives, Nick delivers all-encompassing strategic financial planning and investment advice.
Nick Connelly is a Director and Representative of Perks Private Wealth. He has extensive experience in providing private clients, associations, foundations and corporate superannuation funds with strategic financial planning and investment advice.
Working in the financial planning industry, and with Perks, since 2008. Nick previously led the firm’s Investment Research function. Now as a Director, Nick continues to play an important role on the Perks Investment Committee, offering his expert opinion on investment opportunities that undergo the firm’s stringent evaluation process.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals. Centering his advice around a holistic understanding of each client’s individual financial situation and objectives, Nick delivers all-encompassing strategic financial planning and investment advice.
With a passion for financial markets, Nick stays up to date with the dynamic world of investing, equipping him to provide cutting edge investment advice to a diverse range of clients and the wider Perks Team alike.
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