Nikki works as a Paraplanner at <a href="http://www.investorplanning.com.au">Investorplanning</a>. Her roles sees her assist with the day to day administration of the business’s financial planning clients, as well as liaising with fund managers, Centrelink and other financial service providers.
Nikki started her career in the financial services industry in 1989, working at AXA Australia (now part of AMP). She held various roles during that time, mainly within the Trustee Division, including Personal Trust and New Business areas. She also worked in a Marketing (Adviser) Services role at AXA for five years.
Nikki enjoys working in a boutique firm as she is able to have more contact with clients and to directly assist them in achieving their lifestyle goals.
Nikki has travelled extensively and lived overseas. She now lives in Melbourne with her young family.
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