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Nikki Eddy

Financial Adviser

Halpin Wealth
Adelaide, SA 5000

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About

Nikki Eddy is an ASIC-registered financial adviser based in Adelaide, South Australia, committed to helping her clients achieve their financial goals through personalized and strategic advice. Nikki holds a Bachelor of Applied Finance from the University of South Australia (2019) and a DMFP Master of Finance (Financial Planning) from the same institution (2022). Continuing her professional development, Nikki completed SMSF Regulations and Taxation studies with Kaplan Education Pty Ltd in 2023. As a member of the Financial Advice Association of Australia (FAAA), Nikki adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Nikki offers expertise in: • Superannuation advice, including contribution strategies and pension planning • Insurance solutions to protect you and your family • Comprehensive wealth management strategies • Retirement planning to help you achieve financial security • Investment advice, tailored to your risk profile and goals Ready to take control of your financial future? Contact Nikki today for a consultation and discover how she can help you build a secure and prosperous tomorrow.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies Financial planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000517210

Verify on ASIC Register

Authorised Representative Number

001305045

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Nikki Eddy provide?

Nikki Eddy is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. She can help you with strategies tailored to your specific needs.

What qualifications does Nikki Eddy have?

Nikki holds a Bachelor of Applied Finance and a Master of Finance (Financial Planning) from the University of South Australia. She has also completed SMSF Regulations and Taxation studies. Nikki is a member of the Financial Advice Association of Australia (FAAA).

What is the process of working with Nikki Eddy?

The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Nikki will then develop a personalized financial plan and work with you to implement it. Regular reviews and adjustments are made as needed to ensure you stay on track.

What can I expect from a financial planning session with Nikki?

During a session with Nikki, you can expect a thorough discussion of your current financial situation, your goals, and any concerns you may have. Nikki will provide clear and easy-to-understand explanations of financial concepts and strategies, and will work with you to develop a plan that aligns with your values and objectives.

How can Nikki Eddy help me with my retirement planning?

Nikki can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. She can provide advice on superannuation strategies, investment options, and pension planning to help you achieve a financially secure retirement.

Get in Touch

Contact Nikki directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.