About Me

Nicola has been part of Intelligent Financial Group since 1999. She has worked as a Financial Adviser and Authorised Representative of the group for more than two decades and is the Mornington Peninsula Branch Manager.

Nicola holds a Bachelor of Business, majoring in Financial Planning. She has also completed specialist diplomas and courses in areas including self-managed superannuation funds and margin lending.

Nicola is an Accredited Aged Care Professional. This specialist area enables her to support clients and their families through what can be a complex, confusing and emotional time.

Nicola provides advice across a broad range of financial planning needs, with particular expertise in aged care. Her key areas of advice include:

• Retirement planning
• Superannuation
• Centrelink
• Estate planning
• Aged care
• Wealth Accumulation

Nicola is known for her caring, personable and compassionate approach. She has a strong ability to listen, understand each client’s circumstances and respond with practical, personally tailored advice.

Outside work, Nicola enjoys spending time with her family on the beautiful Mornington Peninsula, where she lives. She also makes time for wellbeing practices including Reiki, meditation, yoga and sound healing.