Nicky joined Private Wealth in June 2018 after initially joining Milford in January 2015. Prior to joining Milford, Nicky held financial planning (paraplanning), investment management advice, estate planning advice and trust management roles over a 17-year career at BNZ Private Bank, Perpetual Trust and Public Trust in Auckland, Wellington and Christchurch.
Nicky graduated from the University of Canterbury with a Bachelor of Arts majoring in Psychology in 2000, and in addition to practical expertise with trusts and estates, holds a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University.
Choosing a Financial Adviser – or even deciding if you need one – is a big decision. What sort of things you should consider, and what will the relationship look like? Financial Adviser Nicky Reid chats with Toni, Jase and Sam on The Coast about the things to consider and what to expect.
Subscribe and follow our podcast channels on your favourite platform:
A disclosure statement is available on request and free of charge. For more information about getting advice at Milford please see Getting Advice at Milford
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This blog is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.