Nicola Beswick

FMD Financial

Platinum
10 Yrs Experience
Melbourne, VIC 3000

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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.92
  • Number of reviews 12
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Master of Science
  • Language spoken
    • English

FMD Financial

Level 31, 367 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fmd Advisory Services Pty Ltd

AFSL 232977