Who we are
At ITL Financial Planning we are a boutique team dedicated to :
- investing in a long-term relationship with you;
- tailoring highly specialised financial advice to your particular goals; and
- providing superior service and certainty for your financial future.
Most of our clients come from referrals from existing clients including clients sending their children to us.
Our clients have peace of mind knowing they have a tailored plan in place for both their present and future needs as well as a trusted adviser who helps implement, review and optimise their plan.
We use our expertise to provide a unique service offering to self-funded retirees, successful business owners and professional families. If we can’t demonstrate value we won’t waste your time.
Meet Nick Lloyd
CFP® GradDip Financial Planning, BCom, BEng (Chemical), Dip Financial Services, FPA member
Business Owner, Certified Financial Planner®
Nick Lloyd is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
“Making a positive difference in my client’s life is as rewarding to me as making sound financial investments that continue to deliver and perform on their behalf.”
“Our business is built on earning, and maintaining our client’s trust that we are looking out for what is best for our clients and their families.”
Nick gets satisfaction out of seeing firsthand every day the impact his team’s tailored advice and personal service has on all his clients and he specialises in providing excellent outcomes for successful professionals and self-funded retirees.
Nick is a listed securities specialist with significant investment experience… so you have direct access to your portfolio manager. Read more about our investment advice.
Nick’s Christian faith has guided and shaped his values and beliefs, which include:
- putting client’s best interests first,
- treating everyone ethically and with respect, and
- going the extra mile to do what’s right for his clients.
Nick has worked as an financial planner since 2006. In 2010 he made the decision to establish ITL Financial Planning so he could give his clients the personalised attention they deserve and provide them with the results they want.
Nick is married to Robyn and has three girls. Outside of work, Nick is on the Parish Council at St James Turramurra as a representative for Warrawee Anglican Church where he also plays the guitar and leads a home group. He enjoys watching rugby and his daughters play netball, spearfishing and camping.
Meet Shereen Churchill
CFP® BCom (Finance), Adv DFP, FPA Member
Business Owner, Certified Financial Planner®
Shereen Churchill is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
“What I really love about working at ITL Financial Planning is that the size of the business allows me to spend more time focusing on our clients and what they want to achieve. There is no cookie cutter approach.
“I am a passionate believer in the value financial advice can have in unlocking people’s financial freedom. I find that investing the time to educate my clients empowers them to make confident financial decisions and puts them on the right track to achieve financial success.”
Shereen has been providing holistic advice as a financial planner for over 10 years, has been working in the industry since 2003 and in July 2018, after 3.5 years servicing ITL Financial Planning clients, became a Partner of ITL Financial Planning. She enjoys working with people from all walks of life, but is particularly passionate about providing wealth protection and wealth accumulation advice to successful professionals and young families.
Shereen recently married Andy, who she met whilst living in London. She enjoys learning about the history, food and culture of different countries by experiencing this first hand. You will find her at the gym most weekday mornings and exploring Sydney’s beautiful harbourside, reserves, national parks, markets and cafes on the weekends.
Meet Courtney Smith
Client Services Administrator
With over 7 years’ experience within the financial planning industry, a diploma in marketing and a mind opened by her travels throughout Europe, Courtney is ideally placed to be your first point of contact at ITL Financial Planning.
“I love my client liaison role, interacting on a personal level, every day, with all of our clients. But I also pride myself on my attention to detail and really enjoy working closely with Nick and Shereen to help with implementation of our client’s financial plans.”
You can expect to hear from Courtney regarding; scheduling your Financial Strategy Review; ITL’s investment market updates; Your Quarterly Financial Reports; Your annual Fee Disclosure Statement (FDS); and Follow ups of any outstanding administration requirements.
Next time you call the office why not ask Courtney about her recent travels or her love of cooking, music, being active and above all else, the beach!
Meet Luna Vieira
Dip. Financial Planning, Dip. Business Management & Adv. Dip. of Marketing
Luna has been working within the financial planning industry since 2015 and has extensive experience working alongside advisers in developing high quality advice for clients. Luna is well known for her strategic and technical thinking as well as her dedication to clients and the team; Luna understands and cares about the importance of her role and will always go that extra mile.
“I am highly motivated to help clients find strategies to achieve their goals. I have a passion for learning and I feel accomplished when I can add value and solve problems. I love working with the ITL team and contributing to a positive and friendly work environment.”
You can expect to hear from Luna following up any outstanding information we require in order to formulate our advice.
Next time you speak to Luna why not ask about her experience of growing up in Brazil, her wedding plans or her love of the Northern Beaches.
If you want a trusting relationship with an adviser who will look after your financial needs so you can enjoy life, contact us now.