Meet the Nixon Financial Services team of financial and aged care professionals
Financial and aged care professionals in Gisborne and Sunbury
B.Com., Dip.Ed., Dip. A.I.I., Cert IV Fin. Plng., F.A.F.A. Accredited Aged Care Professional™, Authorised Representative 264149
Since 1973 Bob has been assisting people in their wealth creation, retirement planning and personal risk protection. In more recent times he has added to this a new focus on the financial needs of the elderly, especially for those that need to enter an Aged care Facility.
Bob now holds the additional designation of an Aged Care Professional™ having completed appropriate training in this regard.
Bob is a member of the Association of Financial Advisers (including its predecessors since 1974) and a Life Member of MDRT, the Premier Association of Financial Professionals®. MDRT is an international association which demands a focus on ethical client centric performance at a level of excellence as measured on a world scale.
B. Bus., Dip. FP Authorised Representative 1256299
Joel joined in 2013 as a Paraplanner and qualified as a Financial Adviser in 2017. His time with us in a support role has helped him gain the knowledge and experience needed to enable him to now help others decide with confidence the best way for them to secure their financial future. Joel likes to make an effort to get to know each client’s personal situation to ensure that everything is taken into consideration before a decision is made.
Accredited Aged Care Professional™. Authorised Representative 1267997
As a fully qualified Financial Planner, Michelle provides clients with personalised and contemporary financial planning advice.
Michelle listens and works for her clients, understanding their unique personal circumstances to shape advice focused on achieving their financial goals.
In addition to providing advice across all facets of financial planning, Michelle has a particular interest advising on retirement planning and aged care.
Client Services Manager
Fenella Smith has been a part of the NFS team since 2019 and is our Client Services Manager.
She specialises in friendly, ‘can-do’ service and thrives on providing the personalised care that the NFS team prides itself on.
If you need administrative help, she’s your first port of call.
Sharon Tee is an experienced Financial Planner and our risk insurance specialist
Certified Financial Planner
Sharon joined us in November 2023 and comes to us with many years of specialised risk insurance experience
Judy is the ‘back-office’ specialist who supports Bob and Michelle in their Aged Care work
Accredited Aged Care Professional™.
Judy joined us in June 2016 and has over 25 years experience in financial services.
Judy is currently with us 2 days a week.
To discuss how we can support you, contact us today.