Kate Nicol

Collins House Private Wealth Pty Ltd

13 Yrs Experience
Melbourne, VIC 3000

Kate holds a Bachelor of Business in Financial Planning, is a Certified Financial Planner, a Director of Collins House and a member of the Collins House Investment Committee.

Before joining Collins House in 2011, she commenced her career in Financial Services in 2001 in the United Kingdom, employed as an Independent Financial Advisor between 2004 and 2010.

Kate provides high quality strategic and investment advice to individuals and Trustees in a professional, personalised and ethical manner. 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


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.92
  • Number of reviews 21
  • First year providing advice 2011
  • Years of experience 13
  • 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
  • Video call
    Video call

Licensed by

Collins House Private Wealth Pty Ltd

AFSL 449146