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.
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.
Nichole is always available, she attends to a bi- annual review with out prompt in a convenient timely manner. Over many years her advice recognizing our needs and wants has been very good.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2001
- Years of experience 22
- Advanced Diploma of Financial Services (Financial Planning)
My Financial Advantage Pty Ltd121 Avoca Dr
Kincumber, NSW 2251
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd