Richard Nicholas Email & Phone Number
Senior Investment Adviser @ Shaw and Partners
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Richard Nicholas Location
- Sydney, NSW, AU
Richard Nicholas Work
- Senior Investment Adviser @ (July 2025 - Present)
- Trustee @ (January 2015 - Present)
- Portfolio Director and Relationship Manager @ (January 2002 - April 2025)
- Director @ (January 2002 - March 2025)
- Associate Director and Senior Private Client Adviser @ ANZ Private Bank (January 1999 - January 2002)
- Consultant @ (January 1999 - January 2000)
- Consultant @ Stirling Finance Ltd (January 1998 - January 1999)
- Vice President, Sales for Retail Offshore Funds, Asia Pacific @ Alliance Capital International (January 1998 - January 1999)
- Investment Director @ Hill Samuel Pacific (January 1990 - June 1997)
- Managing Director @ Hambros Pacific Fund Management (January 1997 - January 1997)
- Research Director @ Fund Research (June 1989 - January 1991)
- Associate Director @ UBS Wealth Management (ex CL Laing & Cruickshank) (June 1983 - June 1989)
- Senior Investment Accountant @ Five Arrows Limited (Jacob Rothschild private company) (March 1979 - June 1983)
Richard Nicholas Education
- ANZ Private Bank - Training Courses 2000-2002
- City St George’s, University of London
Tertiary Diploma in Foundation Accounting
1975-1976 - Radley College, UK 1969-1973
- Financial Planning Association of Australia
Diploma in Financial Planning (Australia)
2004 - The Chartered Institute for Securities & Investment (The CISI)
- Chartered Fellow
- UBS Wealth Management
Extensive UK stock exchange exams
- Peak Investment Partners
Continuous ASIC training programme
- ICAEW
Professional Examinations Part 1
1978
Richard Nicholas Skills
- Account Management
- Analytical Skills
- Asset Allocation
- Asset Management
- Attention to Detail
- Banking
- Board of Directors
- Business Development
- Business Relationship Management
- Business Strategy
- Client Services
- Consulting
- Customer Acquisition
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Financial Services
- HNW
- Investment Management
- Investment Strategies
- Investments
- Management
- Marketing
- Marketing Strategy
- Mutual Funds
- Portfolio Management
- Private Banking
- Research Skills
- Risk Management
- Sales
- Trading
- Wealth Management
- Leadership
- PowerPoint
- Social Media
- Research
- Customer Service
Richard Nicholas Summary
- Richard Nicholas, based in Sydney, NSW, AU, is currently a Senior Investment Adviser at Shaw and Partners. Richard Nicholas brings experience from previous roles at WheelEasy Foundation, Peak Investment Partners and ANZ Private Bank. Richard Nicholas holds a 2000 - 2002 ANZ Private Bank - Training Courses. With a robust skill set that includes Account Management, Analytical Skills, Asset Allocation, Asset Management, Attention to Detail and more. Richard Nicholas has 2 emails and 1 mobile phone numbers on RocketReach.
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