Masters in Financial Planning: University of Sunshine Coast, 2007
Diploma of Financial Planning: RMIT, 1995
Diploma of Business (Management): TAFE, 1998
Certificate IV Workplace Training and Assessment: Drake, 2000
Certified Investment and Financial Adviser: ASIFA 1991
Nina personal philosophy centers around the belief that personal success is determined solely by one's own actions. She firmly believes that nothing can hinder an individual's path to success except themselves. She places great importance on working with like-minded individuals who share her values and work ethic, fostering an environment of growth, collaboration, and mutual support.
Nina Forbes is a highly accomplished and experienced financial services and business professional with a career spanning over three decades. One of her most notable career highlights include playing a pivotal role in building a business from a mere idea, well before it emerged as a distinct industry. With her visionary thinking and entrepreneurial spirit, Nina navigated uncharted territories, transforming an abstract concept into a thriving enterprise. Her ability to anticipate trends and capitalise on emerging opportunities positioned her as a trailblazer in her field.
What truly ignites Nina's passion is the prospect of challenges and opportunities. She thrives in dynamic environments where obstacles arise, viewing them as catalysts for growth and learning. Nina's tenacity, coupled with her ability to seize opportunities, enables her to continually push boundaries and unlock new achievements.
Nina brings a wealth of expertise with her extensive background in various areas such as leadership, compliance, financial planning and strategies, ethics, sales, business growth, practice management, and operational excellence. Her impressive track record includes successfully establishing, developing, and selling a profitable business and holding senior executive positions within large corporations. From 2010 to 2013, Nina served as the Head of Whittaker Macnaught, where she managed and nurtured a team of 60 staff. Following that, in 2013 to 2014, Nina took on the role of Head of Financial Planning for the Northern Region at Crowe Horwath. During her tenure, she oversaw financial planning efforts in the region and managed assets worth approximately $500M.
With over 30 years of invaluable industry experience, including successfully establishing her own financial services business, Strategic Outsource Solutions (SOS) and a prior role as Head of Financial Planning for Crowe Horwath Qld, Nina brings a wealth of expertise to the Slipstream Group team.
With comprehensive educational background, including a Masters in Financial Planning, a Diploma of Financial Planning, and a Diploma of Business Management, Nina brings a wealth of knowledge and expertise to her role. She has received industry recognition, such as the Distinguished Services Award from the FPA, and has served as the Chairman of the FPA National Conference. Nina has held various committee positions within the Financial Planning Association and co-founded "Women in Finance," an association dedicated to empowering women in the financial services sector.
Nina's track record of success, combined with her exceptional leadership skills and passion for supporting firm owners, make her a valuable asset to the Slipstream Group coaching team.
When not at work, Nina loves spending time with friends and family. She loves exploring nature with adventures involving hiking, snow skiing, boating, and Whitsunday Island holidays.