View our Team Profiles
Nicola is an Authorised Representative of Future Gen Wealth and has been working in Financial Planning since 2010. Nicola is a CERTIFIED FINANCIAL PLANNER® and is committed to adhering to the Financial Planning Association of Australia’s comprehensive set of ethical principles and practice standards.
Nicola is passionate about assisting clients to achieve their financial and lifestyle goals, while bringing control to their situation. She enjoys building long term relationships with clients and has learned that no client’s journey is ever a straight line. It’s the life changes that keep the role interesting.
Nicola’s other interests include her active gym membership, book club, travel and spending time with her friends and family. Her holiday time is not wasted as she loves to explore local and foreign destinations.
Roy has been a part of the team since 2013 establishing himself as a reliable team member responsible for client services and paraplanning.
Roy completed a Master of Applied Finance and Professional Accounting in 2012 and the Diploma of Financial Planning in 2016. Roy is an accredited CPA Australia member and will shortly be seeking his Authorised Representative status.
Originally from ShenZhen, China, Roy speaks three languages; Cantonese, Mandarin and English. He is an avid basketball fan and soccer player, supporting his favourite team Arsenal.
James commenced his career with Future Gen in 2014. Since then James has developed a strong rapport with clients for his great service, diligence in research, analysis and reporting. James has completed his Diploma of Financial Planning and is an Authorised Representative of Future Gen Wealth.
A keen sports fan, James likes to participate in team sport including cricket on weekends and touch rugby league during the week. James also loves to travel off the beaten track and explore different parts of Asia.
Jessica began her career in financial planning in 2007 after completing a Bachelor of Business with a major in Financial Planning. In 2016 Jessica joined the Future Gen Solutions team as the Business and Licensee Services Coordinator. With her background in Paraplanning and Client Service she is able to provide strong support to the business and advice team.
Jessica spent 4 years working in Vancouver, Canada; while there Jessica enjoyed travelling around the country, even coming face to face with a polar bear. After settling back in to life in Australia, Jessica enjoys spending time with her friends and family.
Client & Adviser Services Officer
BBus (Majoring in Economics and Finance)
Shannen is our newest team member filling the position of Adviser & Client Service Officer. Shannen is enthusiastic to build upon her Financial Planning experience and keen to engage with our clients. The financial planning industry allows her to utilise her problems solving skills to help develop a plan for a client and see the outcomes that flow from it.
Shannen uses her spare time catching up with friends and enjoying a pilates class.