About Me

Nicola has been with The Intelligent Financial Group Pty Ltd and has been an Authorised Representative of the group since 1998. Nicola is a fully qualified Financial Planner, and the Branch Manager at the Mornington Peninsula locality. Nicola has completed a Bachelor of Business degree majoring in Financial Planning and several other financial specialty courses in areas such as Self-Managed Super Funds and Aged Care. Nicola specialises in Retirement Planning, Superannuation, Self-Managed Super Funds, Estate Planning and in particular, Aged Care Planning and Centrelink plus all broader financial planning needs. Nicola has a very caring, personable and compassionate approach to her clients with an outstanding capacity to listen, understand and respond with appropriate specialist personalised advice.