Nick Mundy

Nick brings over 20 years of experience across different sectors within the financial services industry. He started his career at large institutional fund manager before co-founding one of Australia's leading independent financial advisory firms. 

After building a successful advisory practice, Nick shifted his attention to helping other advisors deliver truly holistic advice though an integrated, outsourced debt solution.

Nick holds his Certified Financial Planner (CFP®) designation, Graduate Diploma in Applied Finance, and Advanced Diploma of Financial Planning. But more than the qualifications, it's his hands-on experience running an advisory business that shapes his approach. Nick understands the practical challenges advisors deal with every day. His goal is straightforward: give advisors the tools and support they need to deliver great outcomes for their clients.