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Nick Menegola

Investment Coordinator & Associate

Provisional Adviser supervised by John Ryan, Wealth Adviser & Principal

BCom, GDipFinPlan

While he has a Bachelor of Commerce degree and an exceptional financial planning track record, Nick is always looking to learn, grow and improve on his already impressive accomplishments. It’s this shared commitment to ongoing improvement and achievement, combined with our collegial culture and client-first approach, that convinced Nick to join us.

With his broad financial planning knowledge and a keen interest in estate planning and cash flow, Nick excels, not only in providing detailed advice but in building relationships with his clients. Learning about our clients – their goals, hopes, and dreams, and helping them to make smart financial decisions – is just as important to Nick as his professional education and development.

As an enthusiastic traveller, Nick enjoys broadening his mind and horizons outside work, too. He also loves spending time with his family, road, and mountain bike riding, and hitting the beach, usually with a book and a coffee in hand.

Education & Associations

Economics & Finance

The University of Western Australia

Financial Planning

Kaplan Professional

Level II CFA Candidate

CFA Institute