Nicola Beswick CFP®

FMD Financial Pty Ltd- Melbourne 0450227... Contact

About Me

NICOLA BESWICK As a Certified Financial Planner®, Nicola is passionate about working with people and understanding what is truly important to each individual and what they wish to achieve. This understanding allows Nicola to create a personalised financial plan for her clients to assist with their financial goals and objectives.Nicola commenced a new career in Financial Planning after a nine-year career as a patent attorney for a global law firm. Nicola decided to pursue a career as a Financial Planner, after appreciating the true value of receiving financial planning advice after her father was diagnosed with Multiple Sclerosis.Nicola strongly believes in ongoing education and has recently completed the Certified Financial Planning designation, the highest financial planning designation worldwide. She continues to study many facets of the Financial Planning profession.Nicola enjoys spending time with her partner, Mark and Chloe a retired greyhound they adopted. Nicola relaxes through her love of scuba diving and reading on the beach. When she is not out and about, she enjoys spending time with close friends and family.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Fmd Advisory Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®