Meet the Team

Nicholle Shepherd – Financial Planner, Director

Nicholle has been in the financial services industry for the past 23 years, 18 of these years have been in Financial Advice. Her experience expands across both the banking and private sectors and she specialises in investment, cash flow management, personal insurance, superannuation, retirement planning and Self Managed Super Funds.

Nicholle chose a career in financial advice to help make a difference in people’s financial lives, providing strategies to guide and empower them to manage both their short and long term goals.

She is a mum of 2 teenagers who loves watching them both play their much-loved sport. She is involved in the local soccer club and is studying her Master of Applied Finance in her spare time. Every year for her birthday she celebrates by having a Charity High Tea raising money for local communities in need. In the past she raised over $900 for Rose Cottage, a women’s health centre providing holistic health services to women in need.

Please read more about Nicholle in her Advisor Profile.

Nicholle Shepherd – Financial Planner, Director

Lisa Hoddinott – Planner Assistant

Lisa began her career in 2009 as a trainee accountant, graduating in 2013 with a Bachelor Degree in Commerce (Accounting) from the University of New England. She has worked as an accountant and bookkeeper both in Australia and the UK, and also has marketing and publicity experience through her role as a campaign manager in the book publishing industry.

Lisa joined My Financial Advantage after relocating home to the Central Coast and is excited to be working with My Advantage Group to help our clients achieve their financial goals.

She enjoys drinking coffee, finding delicious new places to eat, being outdoors and spending time with friends and family. She’s also an avid reader – when she’s not working, you’ll often find her with a good book.

Lisa Hoddinott – Planner Assistant