Nick Hakes

Nick brings deep experience of the financial advice process to the businesses he works with. He provides insight, perspective and influence to industry, government and professional bodies to deliver specialist, financial advice education to practitioners internationally. He is the co-author of an industry white paper – a new advice competency framework, which contributed to the development of the new professional standards for financial advisers in Australia.

A champion for the value of quality financial advice; Nick has held executive roles and Board positions for wealth management institutions and professional adviser representative bodies. Nick has served as the Independent Chair of the Pro Bono Financial Adviser Network and as the Vice Chairman of the International Certification & Standards Board for the Asia Pacific Financial Services Association (APFinSA).

Nick is a Fellow Chartered Financial Practitioner, holds a B. Com (International Business), B.A in Chinese, and an Advanced Diploma of Financial Planning and has taken the plunge on his Master of Financial Planning.

He makes his own wine which is more labour intensive than buying it, and sometimes not as good.