Passionate about helping her clients realise their lifestyle goals and objectives, Nicky prides herself on her ability to deliver the end-to-end solutions that clients are looking for from a professional adviser.

With over 20 years’ experience in the financial services industry, Nicky is a highly regarded financial planner dedicated to helping individuals and families secure and protect their financial future.

Nicky takes time to help her clients identify their lifestyle goals and objectives, and fully understand their position before imparting financial planning and wealth management advice to achieve their financial objectives.

Nicky’s dedication to continually developing her own technical knowledge has been recognised by peak industry body, the Financial Planning Association of Australia (FPA), where she was awarded the prestigious Gwen Fletcher Memorial Award (2019). The award recognises the leading student in Australia for the year in the CFP designation, the highest available in Australia and recognised world wide.

Adhering to the highest levels of ethical standards denoted by Certified Financial Planner designation, and backed by 25 years of on the job experience, Nicky delivers peace of mind to clients who entrust her with their financial wellbeing.

Bentleys is a valued partner, delivering outcomes for The University of Adelaide. They challenged us to extract more value from the National Wine Centre and provided pragmatic recommendations.

Bruce Lines, Chief Operating Officer The University of Adelaide

Qualifications/Professional Memberships/ Appointments

  • Certified Financial Planner (CFP)
  • Graduate Diploma of Financial Advice
  • Advanced Diploma of Financial Services
  • Advanced Diploma of Accounting
  • Ethics & Professionalism in Financial Advice
  • Financial Planning Association of Australia (Member)
  • Tax Practitioners Board (Member)

Specialist Areas

Nicky has specialist expertise in the following service areas:

  • Financial planning and wealth management
  • Investment advice
  • SMSF solutions
  • Personal risk insurance

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Learn more about Nicky on her LinkedIn Profile