|
Oliver Conick
B.Bus (Fin), ASIA, MSDIA, CFP
Background
Oliver Conick is a founding Principal of ConickLaird and is joint Chief Executive with Andrew Laird. Prior to the establishment of ConickLaird Oliver was a Director at UBS Australia and held a senior position in the Private Client department. Oliver was a client adviser and head of the Sydney office as well as holding a position on the country management committee. Prior to joining UBS in March 1998 Oliver had been employed by the MLC group for eight years. In addition to the qualifications below Oliver is a Certified Financial Planner.
Qualifications
• Bachelor of Business, University of Technology (graduated 2000)
• Certified Financial Planner professional qualification course of study (graduated 2003)
• Securities Institute of Australia, Graduate Diploma in Financial Markets (graduated 2001)
• Securities and Derivatives Institute of Australia, accreditation program for PS146 (graduated 2001)
• ASX Derivatives Accreditation Level 2 (graduated 2000)
Andrew Laird
B.Bus (Fin), ASIA, MSDIA, CFP
Background
Andrew Laird is a founding Principal of ConickLaird and is joint Chief Executive with Oliver Conick. Prior to the establishment of ConickLaird Andrew was employed by Goldman Sachs JBWere and held a senior position in the Private Client department. Andrew was a client adviser in the Sydney office and focused on high net worth individuals. Prior to joining Goldman Sachs JBWere in January 1998 Andrew had been employed by the BT Group for two years and the MLC group for six years. In addition to the qualifications below Andrew is a Certified Financial Planner.
Qualifications
• Bachelor of Business, University of Technology (graduated 2001)
• Certified Financial Planner professional qualification course of study (graduated 2004)
• Securities Institute of Australia, Graduate Diploma in Financial Markets (graduated 1998)
• Securities Institute of Australia, Certificate in Financial Markets (graduated 1994)
• Securities and Derivatives Institute of Australia, accreditation program for PS146 (graduated 2001)
• Securities and Derivatives Institute of Australia, accreditation program for Superannuation advice (graduated 2003)
• ASX Derivatives Accreditation Level 2 (graduated 2000)
• Australian Superannuation Funds Association, Certificate of Superannuation Management (graduated 1994)
Nigel Tsa
B.Ec (Fin & Fin Ec), Adv.Dip.FS(FP)
Background
Nigel Tsa is an adviser with ConickLaird assisting with the management of client affairs. Nigel graduated from the University of New South Wales before joining the ANZ Banking group in the Financial Planning division. Nigel has broad based experience in the wealth management industry. In addition to the qualifications below, Nigel is currently studying to become a Certified Financial Planner.
Qualifications
• Bachelor of Economics (Finance & Financial Economics) University of New South Wales (graduated 2004)
• Diploma of Financial Services (Financial Planning), Tribeca (graduated 2006)
• Advanced Diploma of Financial Services (Financial Planning), Tribeca (graduated 2007)
• Master of Applied Finance and Investment, FINSIA (due to complete 2009)
|
