NIXON FINANCIAL SERVICES - Key Persons
Bob Nixon - Managing Director
Job Titles:
- Managing Director
- Member of the Association of Financial Advisers
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 and Top of the Table 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.
Bob Nixon is the Managing Director and one of the Financial Advisers at Nixon Financial Services (NFS) with over 50 years of experience as a client adviser. Along with Bob, Joel Plowman, Umair Javed and Sharon Tee form the Financial Adviser team. Our team's diverse backgrounds ensure we understand and cater to your unique needs and our broad experience and time in the service of working with clients in good times and the bad, gives Nixon Financial Services strength and understanding that is not always evident in less experienced practices.
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.
Judy is the ‘back-office' specialist who supports Bob and Michelle in their Aged Care work
Sharon Tee is an experienced Financial Planner and our risk insurance specialist
Umair has recently joined our team and has been advising since 2014. He is passionate about financial advice and is currently completing a Masters in Financial Planning and will be a CFP by year's end. He loves sport, has a young family and has a passion for ensuring his clients are both supported and educated and are completely comfortable throughout the entire process.