Nick Fitzsimmons prides himself on the genuine, enduring relationships he builds with clients and colleagues alike. With his warm personality and intelligent approach, Nick works with clients to develop strategies to protect their wealth-and together with partner Simon Taylor, they form a disciplined investment adviser team.
Starting as a cadet at Austock Group, Melbourne, Nick began his career by gaining first-hand exposure to all parts of the stockbroking process, from operations and execution to research. This broad knowledge proved a great asset as Nick progressed into an investment adviser role, firstly at Austock and then UBS Wealth Management.
Now at LGT Wealth Management, and with more than two decades of finance experience under his belt, Nick focuses on carefully constructing and managing portfolios to meet his clients’ objectives, whether they’re related to business, family or legacy. Together with Simon Taylor, Nick has developed a diverse client base over the years and now works with an interesting mixture of business owners and their families, from those in the prime of their careers to those in retirement. With a healthy respect for each individual’s situation, Nick and Simon strive to preserve their clients’ hard-earned money—and to find sensible ways to grow this wealth over the longer term.
