Deborah Rognlien, CFP®
Deborah Rognlien is a Certified Financial Planner and the principal of The Intelligent Financial Services Group Pty Ltd, (The IF Group). Holding a Master of Science Degree together with a Diploma of Financial Planning. Deborah has been a Certified Financial Planner since 1992 and is the registered tax agent that oversees the accounting division. She has conducted numerous seminars for clients, the Australian Stock Exchange and contributed to the Sunday Herald Sun – “Your money” column and the “Dollars with Sense” TV program for several years.
As the Managing Director and the co-ordinator of the Financial Planning team she oversees the professional development program for all Authorised Representatives and the client services system within the Intelligent Financial Group.
Nicola L Henley
Nicola has been with The Intelligent Financial Group Pty Ltd since 1998 and has been an Authorised Representative of the group since 2003. Nicola is a fully qualified Financial Planner and the Branch Manager at the Mornington Peninsula locality.
Nicola has completed a Bachelor of Business degree majoring in Financial Planning and several other financial specialty courses in areas such as Self-Managed Super Funds and Aged Care. Nicola specialises in Retirement Planning, Superannuation, Self-Managed Super Funds, Estate Planning and in particular, Aged Care Planning and Centrelink plus all broader financial planning needs.
Nicola has a very caring, personable and compassionate approach to her clients with an outstanding capacity to listen, understand and respond with appropriate specialist personalised advice.
Nicole L Christie
Following 15 years working in corporate banking and finance, Nicole commenced her career in financial planning, 10 years ago.
After graduating with a Bachelor of Business from RMIT, Nicole subsequently obtained further qualifications including a Graduate Diploma in Finance and Investment (KAPLAN), a Diploma of Financial Planning (RG146) as well as specialist Self-Managed Super Funds (SMSF) qualifications. With the SMSF industry expanding and due to its complexity, this qualification enables Nicole to provide specialist advice in this area.
Nicole currently works with a diverse range of clients providing quality financial advice on all aspects of superannuation, retirement planning and risk. Nicole shares her passion for financial strategy with clients in an engaging and easy to understand manner that provides open and honest advice while always focusing on the client’s best interest.
As a working mother, Nicole has an intimate understanding how sound financial planning is able to create wealth, security and a quality of life for both the individual and all members of their immediate family.