Kate Nicol

Collins House Private Wealth Pty Ltd

Platinum
11 Yrs Experience
Melbourne, VIC 3000
Kate holds a Bachelor of Business in Financial Planning and as is a Certified Financial Planner. Before joining Collins House in 2011 she commenced her career in Financial Services in 2001 in the United Kingdom, before returning to Australia in 2010, to join the Commonwealth Bank in Melbourne. Kate has a passion for working with people to help them achieve their financial goals and objectives. She has a strong ability to communicate complex strategies and concepts to assist people to navigate the world of finance, so they feel empowered with their finances and their future. Kate is a Director of Collins House and a member of the Collins House Investment Committee.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 21
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Collins House Private Wealth Pty Ltd

Level 13, 90 Collins Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Collins House Private Wealth Pty Ltd

AFSL 449146

4.90
21 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.75

"Kate has given me advice in areas including self managed super funds and managing debt. Kate was always able to explain things to me in a clear way. Through Kates knowledge and experience, I feel very confident that the advice given was right for my needs. Kate always made herself available to me and I always received Kates full care and attention when needed."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate has been managing our investments for over 7 years and has provided great advice and (more importantly) returns whilst keeping within our risk profile. She gives background information and considered reasoning on every investment including our own suggestions. We always recommend Kate to any our friends seeking financial advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When I met Kate I was fairly new to investments. She has provided advice on shares, superannuation and self managed super funds. Kate explained to me these complex matters in a layman's term and hence allowed me to get a grasp and be able to make well-informed decisions. Kate is very practical and pragmatic and really looks at my portfolio with a long and short term views. What I like about her is she will tailor my investments according to my current lifestyle - and that has changed almost yearly and yet she is patient and understanding in accommodating all the new variables and looking at new ways to help maximise all my investments."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate has always offered professional, unbiased and relevant information for all our needs and requirements from our first meeting. Self managed super in particular was our initial inquiry, and Kate’s help and advise of any other topic that crossed in conversations has been reliable and invaluable. If there is no resolution to a query immediately you may be assured the details are relayed within twenty four hours. All discussions are put on the table in simple terms with explanations that we both understand fully and not ending our catch up meeting with a fuzzy head and no comprehension of where we stand with investments. Kate has a very warm and friendly disposition, a great sense of humour and good laughs are always present at our meetings."

  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate provided us with advice on how to set up our SMSF and since then on specific challenges as they arise. She is always available and gives us her undivided attention at anytime we make contact. Her advice inevitably proves to be correct and the care she takes in making sure we understand her advice and in keeping us safe and secure is exceptional. We have no hesitation in recommending Kate to anyone who is wanting excellent levels of service, knowledge and care."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The advice Kate provides us with regard to our self managed super is fantastic. She is very clear and takes the time to ensure that we understand what is happeneding with our portfolio and why. She constantly take the time to understand us as people not just as clients in order to give us the best advice based on current risk appetite."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kate has given us advice on our SMF and has always been open for discussions and listening to our queries and concerns. She is always ready to call us should there be any severe market changes and is willing to listen to everything we have to say. We are confident that the advice given is the right one for our needs. Her knowledge and experience has assisted us through the past six to seven years to achieve a good regular return. We always have Kates attention should we require it outside of our regular meetings."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate has always been able to explain complex issues to my wife and I, in easy to understand terms. I have spent many years in senior executive positions and believe that I have a good understanding of the financial world. My wife has managed our household budget and dealing in shares and dividends etc is not something she is used to. Kate explains things in a way my wife understands and is comfortable in Kate's recommendations and advice. We look forward to our updates with Kate every 3 months when we know we will get a up to date window on our investments. We would highly recommend Kate to others in the same position as us.,"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Kate helped us establish a Self Managed Superannuation Fund and put in place complimentary wills and powers of attorney. Kate oversees the performance of the administrative framework which supports that SMSF and ensures our Fund remains compliant with changing regulatory requirements. She is a reliable, well informed, proactive financial adviser. Her ongoing monitoring of our SMSF investment portfolio, combined with her proven ability to keep abreast of domestic and international market movements and her willingness to provide insightful, unbiased, timely advice has been crucial to the ongoing successful performance of our fund. She has earned our trust and we would have no hesitation in recommending her to any in need of similar financial services."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dominic recommended Kate to us because he believed she could solve a complex problem regarding a testamentary trust. The trust had unique conditions that required considerable expertise. Kate has given us excellent advice on the setting up and management of the trust, and advised us on superannuation & SMSFs. Kate is always able to explain things to us in a clear & concise manner and is prepared to walk us through a long term plan and/or short term options. Through Kate's expert knowledge and experience, we feel very confident that the advice given was right for our needs. Kate has become a trusted advisor and is always willing to consult with us (via email, telephone or face-to-face meetings) when required."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2020

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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