About Me

Nikki is an experienced financial planner with over 17 years in the financial services industry. She holds a Bachelor of Business (Financial Planning) and has successfully completed the Certified Financial Planner (CFP®) Certification Program. She is also an Accredited Aged Care Professional.

Nikki believes in creating a warm and welcoming environment for her clients, ensuring they feel comfortable discussing their financial aspirations and concerns. Her friendly and approachable demeanor fosters a relationship of trust with her clients, encouraging open communication and collaboration.

Nikki believes that financial planning is not just about the numbers; it’s about understanding client values and dreams. By aligning financial goals with personal values, she gives her clients the confidence to make the big decisions in life. She takes immense satisfaction in helping her clients achieve financial security, ensuring their financial well-being and long-term success.

Outside of work, Nikki enjoys spending quality time with her young family and friends. She is an active member of her local netball club and has a passion for camping, good food and travel.