OUR STORY
The % of Australians in July 2014 at - or over - traditional retirement age
Source: Australian Bureau of Statistics
The % of Australians that believe they will never be able to fully retire.
Source: HSBC Future of Retirement Report
Return on Aus Shares 10yrs to Dec 2013, net of costs, vs 6.1%p.a. for residential invest. properties
Source: ASX, Russell Investments
Axial was founded by Max Campbell drawing on his 40 years’ experience in the financial services industry to fulfil his vision of creating a unique firm that matches the best quality advice with the needs of clients. That vision has been realised with Axial Wealth Management. Today, Nick and the team continue to carry on this legacy of maintaining the high standards that Axial Wealth Management stands for.
Put simply, it’s all about the client.
It is true that not all financial advice firms are created equal and the definition of what constitutes high level personal advice can vary across firms meaning some individuals may not get the best service and outcomes can vary. At Axial we have built our business and reputation on top level service and an almost obsessive eagerness to please.
Axial Director Nick Reid explains “The formula for an elite private wealth firm is simple. You need an advice team that combines intelligence with a moral compass that dictates an above and beyond approach for clients. Add to that a solid support network of leading specialists that feed into the process and you have the perfect formula. Sadly few individuals have advisers that possess these attributes but fortunately for Axial clients, that’s exactly what they get from their advice team. I think it’s fair to say, we’re one of the best kept secrets in town and that’s the way we like it. A select group of likeminded clients with a winning attitude to work with a winning advice team. It has a nice ring to it!”
The Axial Team manages around $140 million of assets for Private Clients. Axial holds an Australian Financial Services Licence and also holds Professional Indemnity Insurance.
Axial Wealth Management Advisers engage with various specialists to get the best minds working together to deliver best outcomes for clients.
All advisers at Axial adhere to a carefully designed process of compliant strategic and investment advice. Investment recommendations made by Axial Advisers must first meet the criteria of Axial’s Investment Committee and the Investment Research Team and our Approved Product List.
CORPORATE INFORMATION
Axial Wealth Management is a Proprietary Limited Company, with the shareholders being directors.
Axial’s high level corporate decisions are steered by an Advisory Committee with non-executive input to ensure continued stability from day to day operations.
YOUR PRIVATE CLIENT TEAM
In addition to your Private Client personnel, Axial boasts a team and network in administration, investment research and compliance. With our broad team and resources we are well equipped to meet your financial goals and needs.
NICHOLAS REID B.BUS DIP FA AFP
DIRECTOR
PRIVATE CLIENT ADVISER
Nick Reid has over 17 years in Financial Services experience in both Australia and the UK and has held roles as a Senior Adviser for around 10 years and strategist for over 13 years.
Before joining Axial Wealth Management, Nick was a Private Client Adviser at Shadforth Financial Group and prior to that worked as an associate adviser at Millfield Partnership UK. Nick’s financial experience stretches over some of the major financial stress points over the last 2 decades including September 11 and the Global Financial Crisis. Nick knows what sound management in these tough times requires.
Today, Nick specialises in advising on actively managed and bespoke portfolio’s for clients. Nick is a specialist and is authorised to advise on Self Managed Superannuation Funds as well as retirement planning and wealth accumulation.
Nick is very passionate and has a strong conscience for getting the best results for clients, both maximising gains and benefit or minimising losses.
“I take much satisfaction out of working with clients to help them win with their objectives. Whether it’s your financial goals, life goals, sport, family or whatever, you want to know where you’re going and how to get on that podium. Sometimes you’ll achieve and sometimes you won’t, but if you give it your best you can rest with the knowledge that you’ve put in and haven’t let yourself down and guess what, long term, you’ll be all the better for it.”
MICHELLE SMART
CLIENT SERVICE MANAGER
Michelle joined Cochrane Shaw in 2005 and was part of the team that amalgamated Cochrane Shaw with Axial Wealth Management in 2012. Michelle has over 30 years’ experience in the industry having previously worked with AMP and Tower Life. She heads our Client Services Team and is dedicated to providing exceptional customer service. Michelle gets a personal sense of satisfaction from helping our clients achieve their goals.
REBECCA MOSSUTO
CLIENT SERVICE OFFICER
Rebecca Mossuto has over 19 years’ experience in the Financial Advice industry having worked as a Client Service Manager over this time. Rebecca is responsible for assisting clients with queries as well as performing administrative functions as part of Axial’s Portfolio Service.
With a wealth of experience and an incredible eagerness to please Rebecca ensures the smooth running of the Axial systems. Further to that, Rebecca’s bright and happy personality always ensures a positive client experience.
“I get so much satisfaction out of speaking with and helping clients with queries. Seeing clients happily achieve their goals is my goal”.
MARGARET CHARLES BCOM CPA
BUSINESS MANAGER
Margaret commenced her accounting career in 1996 as a Graduate Accountant with Public Accountancy firm Campbell Wallis Moule & Co (later known as Outlook Tax & Accounting Solutions). She quickly progressed to a senior management position and managed the accounting and taxation affairs for a diverse portfolio of clients for several years before becoming the firm’s Finance and Business Manager in 2007. In this role she was responsible for all finance, operational, human resource and compliance related issues and gained extensive experience in overseeing technology improvement initiatives.
She is a dedicated and diligent Certified Practising Accountant (CPA) with 20 years’ experience and is responsible for the human resource, accounting and financial management of Axial Wealth Management’s day to day business operations.