Hi, I’m Nicole and I will be looking after you and your family’s financial success. I’ve been in financial planning since 2013 and I am also a University Lecturer and Curriculum Writer who teaches the Master of Financial Planning degree to upcoming financial planners.
What I love most about my work is when clients tell me about the things that they’ve achieved in life that wouldn’t have been achievable without the help of a professional financial planner, and that all comes from smart planning, knowledge and experiences.
I am committed to helping you get to where you want to be with your input and aspirations, and I’m really looking forward to meeting you!
Nicole has given me advice in areas including Self Managed Super Funds, Health and Life Insurance, Will advice and Investment Schemes. 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 have always received Nicole's full care and attention when I needed it. Nicole was also able to recover over payments made to a previous Super, which she did at no cost. So far I have been really impressed with her service and would gladly recommend her to family and friends.
I have be very pleased with Nicole's advice and happy to have her help me in this situation, giving me great advice .
Nicole has given me advice in areas including Superannuation, Cashflow and Protection Insurances. Nicole always explains things to me clearly. Through Nicole's knowledge and experience I feel extremely confident that the advice she provides me is right for my needs. I have always received Nicole's full care and attention when I've needed it. Nicole, you are amazing, thank you.
Nicole has been excellent in advising us and executing the plan for us. Her knowledge in the financial industry and what affects it such as political landscape and foreign affairs are very beneficial to me as my perception of these events may not always be seen from an investor point of view but Nicole is able to explain and link how it affects my money. Her advice resonates with me as a client as it gives me a head start in my age category as well. I highly recommend Nicole's service as I know that my money will be working for me and are in safe hands.
Nicole has been readily available when required and followed up all my questions in a timely manner. I would happily recommend her services to my friends.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2013
- Years of experience 10
- Master of Business (Banking and Finance)
Orion Financial PlanningLevel 16, 390 St Kilda Rd
Melbourne, VIC 3004