Nicky Weber – Partner
Financial Advice Specialist
Nicky Weber has over 20 years’ experience in the financial services, and for the past ten years has specifically focused on providing wealth strategies and planning advice to her clients.
Nicky, is a member of the Financial Planners Association (FPA) and SPAA (SMSF Association) and specialises in helping people by cutting through the jargon with the aim of helping clients better understand and manage their financial future.
Qualifications: Nicky holds an Advanced Diploma in Financial Services ADFP. (Financial Planning) and is currently completing her Master’s in Business Administration (MBA) at Griffith University on the Gold Coast.
Focus: Nicky is focused on providing a high level of service to clients by keeping them informed and delivering advice with respect and integrity. She dedicates a great deal of her time educating and communicating with her clients. In doing so, clients can be confident about the advice they receive and make informed decisions about their financial and lifestyle goals so they can achieve dignity in their retirement.
Hobbies: Nicky loves being with family and friends, in particular, preparing them culinary delights in the kitchen. Is an active member of a swim squad and enjoys participating in various running events to raise funds for charity. She also enjoys other fitness activities and the social aspects of these events.
Specialist areas: Retirement planning, financial planning, investment planning, superannuation, estate planning, salary packaging, wealth management, debt management, wealth protection, group insurance, company insurance, SMSFs, approved deposit funds, business insurance, life risk insurance, gearing and margin lending, ASX listed investments.
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