BCom (FinPlan), MFinPlan
Auth Rep No. 1236820
Niki joined RFS Advice in July 2011 after building and running a small business led her to studies in financial advice and accounting.
Niki completed a Bachelor of Commerce majoring in Financial Planning (2013) and a Masters in Financial Planning (2019) through Griffith University. In both 2017 and 2018, Niki received the Griffith University Award for Academic Excellence (placing her in the top 5% of all Griffith students) and has been admitted into the Golden Key International Honours Society.
Niki works closely with Troy Theobald (Director – Financial Services) in delivering advice solutions primarily for pre and post retirees.
“Confronted with the impacts of family changes in my teens, the importance of financial security has been built into my psyche and this was a driver for my studies.”
‘A goal without a plan, is just a wish’ is something that resonates very strongly with me. The impact of sound planning and realistic objectives positively effects, not just our clients financial situation, but also their personal lives and levels of stress.”
Born in Australia, but raised in New Zealand, she moved to the Gold Coast in 2003 and fell in love with the lifestyle. She still seems a little conflicted on who she should support in the Rugby but her real code is AFL, where after a long drought, she is a very happy Tigers supporter!
Niki is a Sub Authorised Representative (1236820) of Robina Financial Solutions, Corporate Authorised Representative (402849) of Australian Advice Network Pty Ltd.