Nikki McGovern

Nikki began her career in the financial planning industry in 2007 starting in administration and client support roles. She has completed her Bachelor of Business (Financial Planning) with Distinction, the Certified Financial Planner (CFP®) Certification Program and the Aged Care Steps Accredited Aged Care Professional™ program.

Nikki believes that financial planning is not just about the numbers; it’s about understanding client values and dreams. She takes immense satisfaction in helping her clients achieve financial security, ensuring their financial well-being and long-term success.

Outside of work, Nikki enjoys spending quality time with her young family and friends. She is an active member of her local netball club and has a passion for camping, good food and travel.

Qualifications and Professional Memberships

• Bachelor of Business (Financial Planning)
• Certified Financial Planner (CFP®) Certification Program
• Financial Advice Association Australia (FAAA) Member
• FAAA Aged Care Specialist

Areas of Expertise

• Superannuation Strategies
• Retirement Planning Strategies
• Centrelink Strategies/Support
• Personal Insurance Advice
• Aged Care Advice