Nicole Callan

Shaw and Partners

Silver
5 Yrs Experience
Canberra, ACT 2601

Recent reviews

Shaw and Partners

Level 7, 54 Marcus Clarke St
Canberra, ACT 2601

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Shaw And Partners

AFSL 236048

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Nicole has advised me over many years in relation to a large range of financial issues, from SMSF, discretionary and testamentary trusts, asset growth, wealth protection and succession planning. At all times Nicole has been available, professional, knowledgeable and has exceeded my expectations with her assistance. I am very confident in the advice I receive, and know that Nicole will engage with other finance professionals when the need arises. I have no hesitation in recommending her services."

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

"Nicole has given me advice in areas including investments and a self managed super fund. Nicole was always able to explain concepts to me in a clear way and always took time to ensure that I understood everything. The knowledge and experience Nicole has displayed has ensured that I feel that the advice given was thoughtful and right for my portfolio. Nicole's approach to me demonstrated her commitment to giving her clients her full commitment, care and attention when needed."

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

"Nicole is gives sound, considered, professional financial advice. I have found her to be of great assistance with respect to an investment portfolio and Trust. She is well informed about the legal requirements and obligations that relate to these matters and I have complete confidence in the manner in which she manages the portfolio."

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

"I have dealt with Nicole for several years and have always received the advice I require with management of my SMSF. She is always quick to respond to any queries I have. Her attention to detail with paperwork is excellent; she manages to explain things in a way that I am confident of making the correct decision."

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

"Nicole has given me expert advice with my self managed super fund. Nicole’ has always explained things clearly and precisely. I feel very confident in Nicole’s knowledge and experience. Nicole is always very prompt with her care and attention to my particular needs. I would highly recommend Nicole to anyone requiring help with managing superannuation."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Tax Practitioners Board (TPB)

Membership type
Member
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