Nicole Florisson

Florisson Financial Pty Ltd

Platinum
14 Yrs Experience
North Hobart, TAS 7000
Florisson Financial is a financial advice and management firm located in North Hobart. Our aim is to fully understand what is important to our clients, their family situation, their hopes, dreams, aspirations, and fears. Nicole specialises in: * Retirement Planning - maximising income, reducing tax, and strategies to improve Centrelink to provide clients security and peace of mind beyond work-life * Wealth Creation - From share portfolios and Family Trusts to SMSF, Nicole looks at ways to make your money work for you, whilst reducing your tax burden. * Ethical investing - We offer a range of portfolios including those designed to maximise return while investing in our children's futures. * Family protection - helping clients understand the importance of personal insurance as a foundation to any financial plan, whilst looking for ways to reduce the cost burden.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We offer 3 packages for ongoing clients to choose from to help keep them on track to achieving their goals. We also offer ad-hoc hourly advice for one-off advice.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 13
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Florisson Financial Pty Ltd

8 Lefroy St
North Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
13 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.75

"Nicole has advised myself over a number of years with financial advice and Superannuation strategies while working. Now that I have retired Nicole has continued with advice on changes to my Super Funds when required, budgeting and pensions. Nicole has always been very accessible knowledgeable, and responds quickly to any of my concerns. I’m very confident in referring her to friends and family."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Nicole has provided myself and my wife with excellent guidance and advice for over 7 years. She has always been available to discuss any concerns and assist in the decisions we need to make while working and also in retirement. She is a lovely lady with a great attitude and disposition as well as her staff. I would highly recommend her to anyone seeking excellent planning and financial advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"In the 4 years or so that we have been advised by Nicole, she and her staff have always been helpful and knowledgeable in helping us navigate tricky the world of personal finance. Particularly as we age and things change it's great to know that Nicole is there for us to give advice that we can trust. We cannot recommend her highly enough."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicole and her team have always been in our corner ever since we had moved to Australia and needing some financial advice to improve our lives. Nicole has a great attitude, is extremely talented, very confident, but most of all she wants to help whoever walks through her door. She explains it in a very simple way to make us understand and especially keen to make sure we understand completely before we decide. She is also happy to explain again if need be and never shirks her responsibilities. I always receive Nicole’s full care and attention when I need it. Through Nicole’s knowledge and experience, I feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After a series of family losses we where left a inheritance to secure our future lifestyle we wanted and the advice in areas from investment,superannuation and the best way to go was first class and nothing was a problem"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicole has given me advice in areas including self-managed super funds, personal insurance, tax strategies, and managing debt. Nicole was able to explain things to me in a clear way. Through Nicole's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Nicole's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I consider Nicole and her team as the silent partner in managing and developing my personal wealth, super, and my business. Nicole's been a great support, advisor, manager, and planner."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Any decent financial planner should give you valuable information. The difference between a decent planner and an excellent one is the willingness to stand by their advice and go the extra mile, whilst being genuinely interested. Nicole is everything that we could hope for. I feel that I am in good hands, and in my situation, this is of paramount importance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicole is a pleasure to talk to and I'd gladly recommend her. Her office runs very well and they meet all my disorganisation with aplomb."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Nicole Florisson profile photo

Nicole Florisson responded on October 2016

"Thanks John"

4.75

"Nicole has always shown respect and very mind full that as clients we have a full understanding , with all our business dealings and outcomes and a positive attitude in helping us to a financial retirement lifestyle."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Investment Planning 1

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Taxation Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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