At ConickLaird we provide clients with a service which is personal not corporate, transparent not concealed, one which values independence and meets the wealth management needs and expectations of clients in whole, not in part.
Sound advice and trusted management.

GPO Box 3689
Sydney NSW 2001

Level 24, 25 Bligh Street
Sydney NSW 2000

Tel:

02 9222 2688

Fax:

02 9222 1088

ConickLaird is a wealth management specialist whose clients are individuals, their families, and sometimes their estates. Our function is to provide advice to our clients on all aspects relating to the management of their financial wealth. Our objective is to grow the value of our clients’ wealth over time through a combination of careful structuring, asset allocation, investment selection and meticulous reporting through our portfolio administration service.

Service Offering

Principals

Oliver Conick
B.Bus (Fin), ASIA, MSDIA, CFP

Prior to the establishment of ConickLaird Oliver was a Director at UBS Australia and held a senior position in the Private Client department. more >

There are a number of key points that underlie our service offering;

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Providing genuine investment advice from a business that is not aligned with any major firm.

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The education and qualifications of its Principals and staff

Andrew Laird
B.Bus (Fin), ASIA, MSDIA, CFP

Prior to the establishment of ConickLaird Andrew was employed by Goldman Sachs JBWere and held a senior position in the Private Client department. more >

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The tailoring of service to clients’ requirements.

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A relationship that spans a career.

ABN 22 110 501 150 Australian Financial Services Licence No. 281268