Naomi Nicholls

Nicholls Wealth Solutions Pty Ltd

Gold
22 Yrs Experience
Bundaberg West, QLD 4670
I'm a well-respected Financial Adviser with strong ties to my local Bundaberg community. Since 2000 I've been committed to protecting, managing and growing my clients wealth. My aim is to provide ethical and personalised advice to my clients, their family and their friends that exceed expectations. Together with my enthusiastic and driven team, we have the experience, skills and desire to work with and support you towards achieving your goals. I work collaboratively with clients to understand what they want to achieve within a specified timeframe. This allows me and my team to provide the right service at the highest professional level, with all the compassion of a small business. The better we know you, the better the service we can provide. So as the first step, we'll talk about what's important to you and what you want to achieve - whether you want to retire early, spend time with the family, pay off your mortgage faster, travel overseas, set up your kids education, reduce tax, do some home renovations or simply consolidate your super. As your Financial Adviser, I'll equip you with the skills and knowledge you need each step of the journey to make better financial decisions. I can help you with all aspect of your finances including: * Wealth Creation * Retirement Planning * Superannuation & Rollovers * Centrelink Planning * Personal Risk Insurance * Aged Care * Portfolio Review Services Your first meeting is at no cost and is obligation free. So no matter what your goals are, now is the time to get started on the path to where you want to be. To get in touch today: * Email me at nichollswealth@outlook.com * Call me on 07 4151 2710 Nicholls Wealth Solutions Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Nicholls Wealth Solutions Pty Ltd

27 Takalvan Street
Bundaberg West, QLD 4670

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"After not having found a Financial Adviser in the past we liked and trusted, our neighbours suggested we speak with Naomi and we have not been disappointed. She listened to our needs, explained everything well and has managed to save us over $3,000 per year. Fantastic experience and nothing has been too much trouble - great service!"

  • Superannuation
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I met Naomi approximately 3 years ago after I was abandon by my previous Financial Planner. Naomi was amazing, explained things clearly and educated me on issues I wasn't aware of. Extremely comfortable now and enjoying Retirement - Naomi gave me the peace of mind I needed."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Naomi has given me advice in areas including Retirement Income, Wealth Creation and Centrelink. Naomi is able to explain things to me in a clear way. Through Naomi's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Naomi's full care and attention when I need."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Commonwealth Bank
Completed
2003

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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