Nick Bond is the Managing Director of the Australian operation and is based in our Sydney office.
Nick has worked in financial services since 2008, focusing his expertise within the pension transfer advice arena. He is a qualified and licensed financial adviser in both in the UK and Australia, ensuring high-level, cross-border financial planning advice. Over the years, Nick has assisted hundreds of clients in transferring their assets into the most suitable tax environment, and he has built trusted relationships with a number of local financial planners.
In 2014, he got a taste for the Australian way of life and made the permanent move from the UK to Sydney to be closer to family. As an expat himself, Nick understands the challenges facing his clients and their families when they make the decision to move abroad. This unique insight allows him to approach each individual situation with empathy and compassion.
Qualifications: Diploma of Financial Planning (UK), Advanced Diploma of Financial Planning (AUS)
Memberships: Chartered Insurance Institute (CII) Personal Finance Society