The Financial Planning Association of Australia The Financial Planning Association of Australia

Nicky Ioannidis, AFP®


Name Nicky Ioannidis, AFP®
Company Lindale Insurances Pty Ltd
Address First Floor, 28 - 30 Jackson Court
Doncaster East, VIC 3109
Phone (03) 9848 5933
Mobile 0431209846
Website www.royamcdonald.com

Nicky completed her Bachelor of Economics degree in 1993 and has spent the last 28 years in the Financial Planning Industry. In this time, she has worked alongside top tier accounting firms to jointly advise on complex strategic advice to high valued clients with complex structures in place.

Nicky's approach to financial planning is unique to the industry as she aims to capture all avenues of opportunity for her clients by interacting with associated professionals to deliver holistic comprehensive advice.

Nicky's area of specialisation includes complex strategic advice in investment, SMSF’s, super, testamentary trust estate planning and in particular taxation advice amongst various entities such as discretionary trusts and companies relative to financial planning structures.

Her approach is that of consolidated and integrated advice facilitating advice and support with other professionals such as accountants, stockbrokers, estate planning and superannuation lawyers and finance brokers to provide holistic advice with value added services to her clients.

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