Hillross

Nugents Wealth Management
Est 2001
Level 1, 6 Riverside Quay, Southbank VIC 3006
Nugents Wealth Management is a highly qualified and experienced team of professionals committed to assisting our clients achieve their desired goals. We take the time to understand our client’s circumstances and develop tailored strategies to suit.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Bachelor of Business (Accountancy)
  • Bachelor of Commerce (Melb)
  • Chartered Accountant (Financial Planning Specialist)
  • Diploma of Financial Services
  • Certified Financial Planner™
  • Professional Diploma in Stockbroking
  • Financial Planning Association - Member
  • Institute of Chartered Accountants in Australia - Member
  • Stockbrokers Association of Australia- Member

Areas of
Expertise

Insurance
Investments
Retirement
Self Managed Super Fund
Wealth Creation

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Meet our team

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Charles Knight
Partner - Wealth Management

“I work closely with my clients to develop and implement tailored…

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David Bales
Private Client Adviser - Wealth Management

“I equip clients with the information necessary for them to make smart…

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Jake Gomer
Associate Adviser

Having spent the whole of his professional career working in the financial…

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