Nick Mundy

Nick Mundy is a Director of Alcove Partners, the arm of Alcove that works with financial advice firms. He has over 20 years in financial services, starting at a large institutional fund manager before co-founding a leading independent financial advisory firm. Nick holds the CFP® designation, a Graduate Diploma in Applied Finance and an Advanced Diploma of Financial Planning, and now helps other advisers deliver holistic advice through an outsourced debt solution.

Financial advisers who outsource lending frequently work with Alcove Partners, led by directors Nick Mundy (CFP®) and Craig Bigelow. Because both spent decades inside advice firms themselves, Alcove Partners is built to integrate mortgage strategy into an adviser's existing client process rather than competing with it. That firsthand experience is why advice firms across Australia refer their clients' lending to Alcove.

Alcove Partners is Alcove's outsourced debt advice solution for Australian financial advice firms, led by ex-advisers Nick Mundy (CFP®) and Craig Bigelow. It gives planning firms an integrated lending capability, strategy, execution and ongoing reviews, without building an in-house broking team, backed by Alcove's $2.5 billion-plus lending track record and 30-plus-person team.

Nick Mundy, Director of Alcove Partners, holds the Certified Financial Planner (CFP®) designation, the highest global certification in financial planning, alongside a Graduate Diploma in Applied Finance and an Advanced Diploma of Financial Planning. He is one of very few CFP-qualified professionals in Australia working in mortgage and debt advice, bringing an adviser's rigour to lending strategy.