Next Generation Financial Strategies – Wealth Portal
myprosperity empowers our clients to make the most of their finances.
Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. our clients can manage their entire financial world in one place.
Nick’s Financial Planner Experience
Nick is the owner of Next Generation Financial Strategies and is the principal adviser.
With a varied career in financial services since graduating from university in 1994, Nick started Next Generation Financial Strategies in 2010.
“My first job in financial services was with JP Morgan, a large American Investment Bank in London, as a futures trader. In 1998 I returned to Australia to work for ANZ Bank on the Sydney Futures Exchange. From there, I moved to one of Australia’s premier superannuation and life insurance companies, Aviva, which is now MLC.
In 2005 I decided that it was time return to my grass roots of Adelaide; after being away from home for 12 years. I purchased a share as a partner in an Accounting and Financial Planning business in Adelaide’s eastern suburbs, before making the decision to go it alone in 2010 when I established Next Generation Financial Strategies focusing on wealth accumulation strategies and risk protection planning.
I now combine my intimate knowledge of wealth accumulation strategies to deliver superior outcomes for my clients.
In my spare time I love riding my bike through the Adelaide Hills. I am married with 4 children.”
Education and Qualifications
Bachelor of Economics, Flinders University of South Australia Graduate Diploma of Financial Planning, KAPLAN Certificate IV Financial Services, Finance and Mortgage Broking. Currently I am studying a Masters of Financial Planning at KAPLA
Association of Financial Advisers (AFA)
Adelaide Football Club
Meritum Financial Group Pty Ltd ABN 93 106 888 215, an Australian Financial Services Licensee, Registered office at 105 – 153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.
General advice warning
Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.
Authorised Representatives Meritum Financial Group Pty Ltd
Australian Financial Services Licensee Registered Office
105 – 153 Miller St North Sydney NSW