|Name||Nicola Beswick, CFP®|
|Company||GFM Wealth Advisory|
|Address||190 Through Road
Camberwell, VIC 3124
|Phone||03 9809 1221|
SMSF SPECIALIST ADVISER
FINANCIAL PLANNER AT GFM WEALTH ADVISORY
Nicola joined GFM in September 2014, after working in a boutique financial planning firm that specialised in a range of financial planning areas. Prior to commencing a career within the financial planning industry, Nicola spent 9 years working in Intellectual Property Law. Her most recent position was as a Senior Patents Specialist, within the Biotechnology team, for a now Global Law Firm.
Nicola pursued a career within financial planning, following a personal experience which led her to appreciate the true value of receiving financial planning advice. This experience directed her to undertake the required studies to commence a career within financial planning and subsequently transition into financial planning. Nicola believes in ongoing education and continues to study all facets of the financial planning profession.
Nicola is passionate about working with clients, and creating personalised financial plans that assist people to reach their goals, in all areas of the financial planning sphere.
Nicola is proud to be part of a privately owned financial planning firm which operates its own Australian Financial Services Licence (AFSL) and has a strong philosophy of independence and direct investing. GFM specialises in Self Managed Superannuation Funds, private portfolios and strategic advice. Today, the vast majority of GFM’s client base is SMSF clients. The SMSF service offering is a complete “end to end” offering including SMSF set-up, administration, compliance, investment advice and accounting.
Nicola is a member of the GFM Investment Committee, which meets monthly to research, select and monitor all the investments on the GFM Approved Investment List. This keeps her fully in sync with the available market opportunities and GFM’s agreed investment approach.