Director & Senior Financial Adviser | Brisbane
B.Bus (Finance & Accounting), Dip. FP, Cert IV (Finance & Mortgage Broking), M. Financial Planning (prog)
As a Financial Adviser, Nikki is always looking after her client base, ensuring her current clients are hitting their goals while continuing to develop her personable approach to financial planning. Striving for completeness and accuracy, she aims to educate and promote thorough understanding throughout the entire process for all her clients. As a keen listener, she will always take the time to hear your stories and experiences before deciding on an appropriate way forward for your personal circumstances and financial position.
Nikki enjoys every aspect of her job and is a valued and important member of the My Wealth Solutions leadership team. She sets a great example with her positive attitude, striving for professionalism, accuracy and exceptional quality in everything she does.
Nikki graduated from the Queensland University of Technology in 2013 with Distinction, majoring in Finance and Accounting. Having started her role at My Wealth Solutions during university she gained hands-on experience from day one. In 2014, she obtained her Diploma in Financial Planning and in 2015, a Certificate IV in Finance and Mortgage Broking. In 2016, Nikki became an Authorised Financial Adviser.
In 2022, Nikki stepped up to a position of Director alongside Ben and Guy. Since then, she has grown her own team from 1 to 9 people, which includes advisers Izzy Tittor and Sam McQueen.
Outside of work she loves reformer pilates, aerial yoga and boxing. She gravitates towards the outdoors on the weekends whether it’s getting around the pool, travelling to see family or heading to the coast to see friends. She loves heights and adrenaline sports.
Nikki has recently welcomed a daughter into her family.
I specialise in providing comprehensive financial advice to all my clients in order to help them achieve their financial dreams. I have special interest in providing advice over the life span as needs, goals and objectives change over time.
Nikki graduated from the Queensland University of Technology in 2013 with Distinction, majoring in Finance and Accounting. Having started her role at My Wealth Solutions during university she gained hands-on experience from day one. In 2014, she obtained her Diploma in Financial Planning and in 2015, a Certificate IV in Finance and Mortgage Broking. In 2016, Nikki became an Authorised Financial Adviser.
In 2022, Nikki stepped up to a position of Director alongside Ben and Guy.
The different personality types and diversity of the group. Everyone has something new and unique to offer to the boutique firm, which tends to make for an interesting environment and makes you appreciate different perspectives. Despite the individuality, everyone really gets along and is prepared to go the extra mile to help each other out.
It’s never too early to get started and it’s never too late to get help. You don’t need to feel embarrassed or discouraged by your current financial situation as there are always ways to make improvements upon what you start with and map out a suitable pathway for progression.
Embrace every opportunity life throws your way as life is too short not to and always try to find balance in all aspects of life.
For some reason, computers and technology tend not to work for me. Others in the office have noticed that their computers start playing up when I’m around. I also must have a 2PM coffee everyday without fail.
The path to achieving financial success and security starts with sitting down with an expert financial advisor.