Nicky Boustred

Principal, Private Wealth Adviser

“I aim to be the trusted voice my clients seek out when they are at a turning point in their lives.”

Nicky’s prior experience and technical knowledge coupled with strong client relationships enables her to provide deeply relevant, customised advice that helps clients achieve financial wellbeing.

Areas of expertise

  • Personal financial advice 
  • Wealth Creation 
  • Retirement Planning 
  • Self Managed Superannuation Funds 

Nicky Boustred loves

  • Spending time with her family and close friends 
  • Swimming long salty stretches in the ocean at Balmoral or Manly 
  • Listening to the calls of the wild around a fire in the African bush 

Qualifications

  • Bachelor of Commerce (University of Cape Town) 
  • Honours in Accountancy (University of Cape Town) 
  • Advanced Diploma in Financial Planning (Kaplan Professional) 
  • Certified Financial Planner (FPA) 
  • Accredited to provide Age Care advice (Aged Care Steps) 

Membership & associations

  • Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) 
  • Boutique Financial Planners Association 
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board 

Areas of expertise

  • Personal financial advice 
  • Wealth Creation 
  • Retirement Planning 
  • Self Managed Superannuation Funds 

Qualifications

  • Bachelor of Commerce (University of Cape Town) 
  • Honours in Accountancy (University of Cape Town) 
  • Advanced Diploma in Financial Planning (Kaplan Professional) 
  • Certified Financial Planner (FPA) 
  • Accredited to provide Age Care advice (Aged Care Steps) 

Membership & associations

  • Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) 
  • Boutique Financial Planners Association 
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board 

Nicky Boustred loves

  • Spending time with her family and close friends 
  • Swimming long salty stretches in the ocean at Balmoral or Manly 
  • Listening to the calls of the wild around a fire in the African bush 

“We rely on Nicky for her wise counsel on a range of issues affecting our present and future needs. With her warm manner and understanding ear, we value her knowledge, skill and responsiveness to our particular priorities and investment interests.”

— Anne C. and Susan V.