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 early on, aiding with translating technical knowledge into practise.

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, with the aim to continue to develop her technical knowledge and specialise in wealth management.

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.

Outside of work she loves reformer pilates, aerial yoga and boxing. On weekends you’ll find her heading out for nice dinners and sharing a bottle of red with her husband. She will always gravitate towards the outdoors on the weekends whether it’s getting around the pool, around Brisbane, travelling back to Toowoomba to see the family or heading to the coast to see friends.

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.

It’s hard to choose just one of each but here’s my short list:

Book: The Big Short by Michael Lewis, The Brain That Changes Itself by Norman Doidge, The Power of Habit by Charles Duhigg or The Richest Man In Babylon by George S. Clason.
Movie: Interstellar, The Shawshank Redemption or Shutter Island
Food: Anything Italian

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.

I love heights and adrenaline type sports. Whether it’s getting to the top of a mountain, climbing to the top of a viewpoint, diving, jet skiing, etc. I’m generally prepared to try everything at least once.

Warren Buffett. As one of the most successful investors of all time, I have studied and read a lot about his history, his success and his investment philosophies over the years and I would love to learn from him. He is also notably humble, pledging most of his wealth to charities, which makes him even more admirable.