Nicola Beswick

FMD Financial

Platinum

10 Yrs Experience

Melbourne, VIC 3000

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Nicola Beswick is a financial adviser, mentor and confidante who empowers people to create a financially certain future free from stress and uncertainty.

While studying science at the University of Otago, Nicola realised that she needed to swap the lab coat for a career that involved more human interaction. She moved into intellectual property law and drew off her science background to become a patent attorney.

When Nicola’s father was diagnosed with Multiple Sclerosis at the age of 55, Nicola once again re-evaluated her career and the contribution she could make to the greater good. The experience highlighted the importance of financial education and structure so people can plan for the future and its unexpected hurdles. Nicola said goodbye to her legal career to become a financial planner.

In mid-2019 Nicola became involved at an advisor level in the Pro-bono Financial Advice Network (PFAN). PFAN specifically provides advice to individuals who have experienced a health crisis. She was subsequently elected as a Director in late 2019. Nicola has prepared and presented several webinars to MS Limited clients.

Since entering the world of finance, Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ qualifications. Nicola currently undertaking a Masters of Financial Planning.

Today, Nicola works will all types of clients, in a range of situations, circumstances and portfolio sizes to ensure they are working towards a life they desire and deserve.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Complex Investments
Tax Strategies
Growing Assets

5.00 October 2020

Nicola has given excellent guidance in managing my SMSF together with choosing the right mix in my portfolio. Nicola has explained very clearly and precise in a way that I understand. I have found that Nicola listens also to my concerns and suggestions and I have every confidence in the advice provided. Nicola is very warm, friendly and extremely helpful.

5.00 October 2020

Nicola is an amazing financial adviser. Why? She cares, she listens and she advises. The advise I have received from Nicola has helped me grow my Super, reduce debt and give me peace of mind that my future finances are healthy and in good hands.

4.75 October 2020

Okay, My husband and I are small investors with minor assets to bring to the table. In addition, because of our advanced years, when we were first introduced to Nicola, timewise, there was little wriggle room to improve on our financial situation. In addition, Stan has a potentially life-threatening disease, so it seemed the odds were stacked against us. When we had our first meeting with Nicola we could tell she was a superior Adviser. We talked about our (admittedly meagre) portfolio and strategies were offered. Now I am probably financially illiterate but I remember, after all the discussion Nicola offered an alternative plan which whoever her then-boss embraced. Since then, as it was successful, I have been her advocate. Moreover, she has additionally offered us investment advice which we have followed without nothing but success, despite these challenging times. I applaud her for not going not only her exquisite acumen but her diligence and passion for her job. Dawn McKenzie and Stan Davies

5.00 September 2020

Nicola takes a personal and genuine interest in our affairs. She takes the time to listen and never seems to be rushing us. Nicola is highly qualified and her expertise is relevant and reliable.

5.00 July 2020

Nicola has always given me confidence in her excellent advice and broad knowledge of my needs and future planning. She has guided me through superannuation, pension and taxation issues to maximise my financial situation and decisions. At all times she is a delight to engage with and I look forward to our biannual meetings and ongoing correspondence.