Financial Planner Melbourne
Following 15 years working in corporate banking and finance, Nicole commenced her career in financial planning after seeing an area for women to excel in the Industry.
After graduating with a Bachelor of Business from RMIT, Nicole subsequently obtained further qualifications including a Graduate Diploma in Finance and Investment (Kaplan), a Diploma of Financial Planning (RG146) as well as specialist Self-Managed Super Funds (SMSF) qualifications from Kaplan.
With the SMSF industry expanding and due to its complexity, this qualification enables Nicole to provide specialist advice in this area.
Nicole currently works with a diverse range of clients providing quality financial advice on all aspects of superannuation and risk as well as specialising in formal retirement plans for the different stages of life.
As a working Mother, Nicole has an intimate understanding how sound financial planning is able to create wealth, security and a quality of life for both the individual and all members of their immediate