Deborah Rognlien, CFP Msc. Chief Executive Officer
Deborah Rognlien is a Certified Financial Planner [CFP] and the Principal and Managing Director of the Intelligent Financial Group Pty Ltd [The IF Group] who is also a registered Tax Agent. Deborah brings more than 30 years of leadership overseeing the strategic direction and overall operations and performance of both the Financial Planning and the Accounting teams. Client relationships have been a major focus as has compliance with regulations.
Deborah has conducted numerous seminars for clients, the Australian Stock Exchange and has also contributed to the Sunday Herald Sun “ Your Money “ column and the “Dollars with Sense” TV program for several years.
Nicola Henley
Nicola has been part of Intelligent Financial Group since 1999. She has worked as a Financial Adviser and Authorised Representative of the group for more than two decades and is the Mornington Peninsula Branch Manager. Nicola is an affiliate member of the Financial Advice Association of Australia (FAAA) and is registered with ASIC.
Nicola holds a Bachelor of Business, majoring in Financial Planning. She has also completed specialist diplomas and courses in areas including self-managed superannuation funds and margin lending.
Nicola is an Accredited Aged Care Professional. This specialist area enables her to support clients and their families through what can be a complex, confusing and emotional time.
Nicola provides advice across a broad range of financial planning needs, with particular expertise in aged care. Her key areas of advice include:
- Retirement planning
- Superannuation
- Centrelink
- Estate planning
- Aged care
- Wealth Accumulation
Nicola is known for her caring, personable and compassionate approach. She has a strong ability to listen, understand each client’s circumstances and respond with practical, personally tailored advice.
Outside work, Nicola enjoys spending time with her family on the beautiful Mornington Peninsula, where she lives. She also makes time for wellbeing practices including Reiki, meditation, yoga and sound healing.
Marking the pinnacle of Professional Financial Planning Practices.
“The FAAA Professional Practice Program acknowledges Financial Planning practices that maintain consistent professional and ethical standards”
Nicole Christie
Nicole is a Registered Financial Adviser with ASIC and a member of the Financial Advice Association Australia (FAAA), the peak professional body for financial advisers in Australia. She is an Accredited Aged Care Professional, helping individuals and families navigate the complexities of aged care with confidence.
Nicole graduated with a Bachelor of Business (Property) degree from RMIT in 1994 and originally started her career working as a Property Valuer, before moving into the banking and finance sector. Whilst working full time, Nicole completed further study, a Post Graduate Diploma in Applied Finance and Investment in 2006 and in 2014 a Diploma in Financial Planning. In 2014 Nicole moved her career into a more people focused direction and followed her passion of financial planning.
Nicole enjoys helping clients achieve financial security and make informed decisions throughout every stage of life. She has particular expertise in retirement planning, superannuation, investments, aged care, and estate planning. Her approach is built on developing trusted relationships and providing practical, personalised advice tailored to each client’s goals and circumstances.
Outside of work, Nicole looks after two teenagers, a needy Cavoodle and a husband obsessed with golf. She understands the challenges of balancing family, career and financial priorities and enjoys spending time with her family, playing tennis, golf and keeping active through gym and Pilates.
Marking the pinnacle of Professional Financial Planning Practices.
“The FAAA Professional Practice Program acknowledges Financial Planning practices that maintain consistent professional and ethical standards”