- First Samuel Associate since 2007
- Over 18 years' experience in the financial services industry
- Specialises in structuring, taxation and SMSFs
Nikki has over 18 years’ experience in the financial services industry and has been a Senior Client Strategist at First Samuel for over ten years. Prior to joining First Samuel Nikki worked at Goldman Sachs JB Were as a Strategic (Financial) Adviser.
Nikki is a Chartered Accountant, Certified Financial Planner®, SMSF Specialist Advisor (SSATM) and a fellow of the Taxation Institute of Australia. She holds a bachelor’s degree in Business from Monash University and a master’s degree in Taxation from the University of Melbourne. She is qualified under the requirements of the Financial Services Reform Act (and authorised by First Samuel) to give personal financial advice including tax (financial) advice.
Nikki is mum to Paige and Luke and married to Alex. Nikki enjoys reading, learning French, travel and downtime with friends and family.