Financial Adviser · MELBOURNE, VIC · Claimed profile

Nicola Louise Beswick

MELBOURNE, VIC
12 Years experience
Tax advice
authorised
Free initial
consultation
ASIC Registered · ADV 000459008

About Nicola Louise Beswick

Nicola Beswick is an ex-lawyer turned financial adviser and founder of White Rabbit Advisory, a Melbourne practice helping people make confident money decisions for life's big changes and challenges.

When her Dad was diagnosed with Multiple Sclerosis, she walked away from a 10-year law career to help people dealing with life's unexpected turns and tough financial decisions. Whether it's the aftermath of an accident, finding their feet after divorce, separation or loss, managing an inheritance, preparing for retirement, or making aged care decisions for a loved one, Nicola helps her clients face it with clarity, confidence and care. Nicola's legal background and lived experience means she gets the human side of money and the sticky, tricky fine print. She's also the Chair of the Pro Bono Financial Advice Network (PFAN), a passionate MS advocate.

Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ and holds a Master's in Financial Planning.

Profile content supplied by the adviser.

Specialisations

Retirement planning Superannuation SMSF Insurance Investment advice Estate planning Tax strategies Aged care Debt management Centrelink / Government benefits

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Science
The University of Otago
2004
Master of Science
The University of Otago
2013
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2013
Margin Lending
Pinnacle
2016
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide & Super Concepts
2018
Certified Financial Planner
Financial Planning Association Australia
2019
Accredited Aged Care Professional
Aged Care Steps
2025
Master of Financial Planning
Deakin University
2025
Securities
Internal Licensee Training

Registration History

Mar 2025 - Present Current
Oct 2020 - Jan 2025 Ceased
Jun 2016 - Oct 2020 Ceased

Source: ASIC Financial Advisers Register