Nicole has worked in the Financial Services industry since 2004 in both holistic financial planning and private wealth management organisations. During this time she acquired extensive experience in the formulation and delivery of quality advice suited to a broad range of clients and their objectives These included superannuation and retirement planning, wealth accumulation, personal risk protection and estate and family succession planning. Nicole prides herself on the development of solid and trusting relationships and the ability to deliver a superior personalised service.
She is a Certified Financial Planner® or CFP® Practitioner, has a Bachelor of Business (Financial Planning) and is a Member of the Financial Planning Association of Australia Limited.
Nicole is authorised to provide advice on managed investments, superannuation, personal insurance, securities, margin lending and self managed superannuation to establish a SMSF, investment advice and limited recourse borrowing arrangement strategic advice.
The following products can be offered by Nicole: managed investments, superannuation, deposit taking facilities, margin lending facilities, personal insurance (e.g. life insurance), portfolio administration services, retirement savings accounts, securities, structured products, government debentures, stocks and bonds.
Nicole sees First Financial as a collective group of wonderful and diverse people working towards the highest possible service standard for clients.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities | Self Managed Superannuation Funds | Margin lending
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Margin lending facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds
AFL Team: Hawthorn