Nicole Niu

Orion Financial Planning

Bronze
11 Yrs Experience
Melbourne, VIC 3004

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!

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.79
  • Number of reviews 7
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Master of Business (Banking and Finance)
  • Languages spoken
    • English
    • Mandarin

Orion Financial Planning

Level 16, 390 St Kilda Rd
Melbourne, VIC 3004

Licensed by

Interprac Securities

AFSL 246638