Nicole has an in-depth knowledge of all aspects of our Self-Managed Super Fund. She easily explains any questions we many have relating to our financial situation, and does so clearly and competently. Her knowledge and preparation of our portfolio is meticulous. She is a delightful person, honest, patient and reliable. Without hesitation we would recommend her to any of our friends and family.
'Nicole has given me advice on the management of my self managed super fund initially in conjunction with her adviser mentor and more recently in her own right, She is always completely on top of matters and her responses are always timely and clearly expressed. Through Nicole's knowledge and experience, I feel very confident that the advice given was right for my needs and have no hesitation in recommending her to friends and family.
Nicole has consistently provided the relative information in a concise and helpful manner in relation to the investments held in the SMSF. She is always available and has proven most helpful when answering queries, providing assistance and making sure that all information relating to the fund in presented and provided in a thorough and timely manner. Nicole's knowledge and experience has been well demonstrated and her close attention to detail is very much appreciated.
Nicole is easy to communicate and understand our needs at our stage of the life. Very reliable.
I find Nicole to be extremely helpful and efficient with all of my needs in our self managed super fund. I have no problem recommending her to any of my colleagues and look forward to continued success in our relationship.
First Financial Pty LtdLevel 9, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
First Financial Pty Ltd