Nicholle Shepherd

My Financial Advantage Pty Ltd

23 Yrs Experience
Kincumber, NSW 2251

Nicholle has been in the financial services industry for the past 25 years, 21of these years have been in Financial Advice. Her experience expands across both the banking and private sectors and she specialises in investment, cash flow management, personal insurance, superannuation, retirement planning and Self Managed Super Funds.

Nicholle chose a career in financial advice to help make a difference in people’s financial lives, providing strategies to guide and empower them to manage both their short and long term goals.

She is a mum of 2 teenagers who loves watching them both play their much-loved sport. She is involved in the local soccer club and is studying her Master of Applied Finance in her spare time. Every year for her birthday she celebrates by having a Charity High Tea raising money for local communities in need. In the past she raised funds for Rose Cottage, a Women’s Health Centre providing holistic health services to women in need and Because We Care Boutique, A service focused on supporting women who have, or are facing, adversity and are seeking to improve their lives and build their personal resilience.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our initial discussion does not cost anything, however if you decide that completing a financial plan would be suited to your needs and goals, there will be a plan preparation fee of $2,750 (incl. GST). If you proceed with any of the recommendations within the advice, there is an implementation costs which will depend on the time and work involved in completing and finalising the advice as I work on a fee for service basis. In general, this cost is usually between $1,100 - $2,200 however may be more for more complex advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

My Financial Advantage Pty Ltd

121 Avoca Dr
Kincumber, NSW 2251

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135