Nick Bird

Private Wealth Adviser

Background

Nick is a Private Wealth Adviser with over nine years of industry experience. He is a CFA® Charterholder and holds a Bachelor of Business, majoring in Economics and Finance from RMIT University.

Nick began his career at E. L. & C. Baillieu and joined Ord Minnett in 2022 through the acquisition. With a client-first approach, he specialises in investment advice, particularly in asset allocation and portfolio management.

Nick works closely with clients to ensure their investments are strategically aligned to meet their long-term financial goals, providing tailored solutions based on their unique circumstances and needs.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Superannuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Business (Economics & Finance) RMIT University

Certifications

  • Chartered Financial Analyst®, CFA Institute
  • Accredited Derivatives Adviser Level 1
  • Margin Lending
  • Superannuation

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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Building wealth for generations

Ord Minnett is an Australian owned wealth management firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

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