Kate Nicol

Acorn Wealth Pty Ltd

Platinum
14 Yrs Experience
Melbourne, VIC 3000

I hold a Bachelor of Business in Financial Planning, I am a Certified Financial Planner and a member of the Acorn Wealth Investment Committee.

Before joining Acorn Wealth in 2025, I was employed as a Senior Financial Planner with Collins House Private Wealth (2011 - 2025).

I commenced my career in Financial Services in 2001 in the United Kingdom, employed as an Independent Financial Advisor between 2004 and 2010.

I provide high quality strategic and investment advice to individuals and Trustees in a professional, personalised and ethical manner. I have a passion for working with people to help them achieve their financial goals and objectives. I enjoy assisting clients to understand complex strategies and to assist people to navigate the world of finance, so they feel empowered with their finances and their future.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Acorn Wealth Pty Ltd

Level 5 Suite 5, 179 Queen St
Melbourne, VIC 3000
Suite 3, 202 Ferntree Gully Road
Notting Hill, VIC 3168

Opening hours

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

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323