Nowaki McQueen-Tokita

AREAS OF EXPERTISE

  • Strategic advice
  • Client relationships
  • Investment
  • Project management

EDUCATION

  • Self-Managed Superannuation Funds
  • Diploma of Financial Services (Financial Planning)

Nowaki loves numbers and people. He analyses numbers and trends when constructing advice, but boils that work down to simple outcomes, take outs and targets.

Nowaki has been with the company since 2004. A keen mathematician who loves interacting with people, Nowaki’s expertise is to help his clients clarify financial goals and execute them by creating and analysing detailed modelling based on these goals.

He then boils down the detailed analysis into simple take outs and targets. Once these strategies are set, he uses our management tools to give his clients confidence to make the right financial decisions.

Just as important, he also ensures their structures provide adequate protection for both current and future wealth.

Nowaki is a 2015 finalist for the Multi-Service Practitioner of the Year held by the Independent Financial Adviser (IFA). When he isn’t at work he spends his time with his family and friends. Nowaki also volunteers by teaching and tutoring youths from migrant and refugee backgrounds in inner Melbourne.