Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
About me
I used to work in the investment banking industry. However, after a period of time I became somewhat disillusioned with the industry - and I wanted to make a more direct difference for individuals suffering from the stress and worry so often associated with finances.
This led me to become a personal financial adviser - applying my expertise in a way that directly impacted individuals and their families.
I love helping people let go of their anxiety and bring peace to their lives - it all starts with good financial decisions.
I hope you will join me and my team on our mission to make the world a more peaceful, happier place.
Authored by me:
Reviews
4.8
out of 5 starsTimothy
56-65 years old"Nicole has given me advice in areas including Self Managed Super Funds, Health and Life Insurance, Will advise 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."
15 Aug 2019Kaye
46-55 years old"Nicole has been very knowledgeable in helping me understand all areas with my superannuation and income protection . Nicole has given me confidence "
04 Jun 2019Debra
46-55 years old"Nicole has given me advice in areas including Superannuation, Cashflow & Protection Insurances. Nicole always explains things to me clearly. Through Nicoles knowledge & experience I feel extremely confident that the advice she provides me is right for my needs. I have always recieved Nicoles full care & attention when I've needed it. Nicole, you are amazing, thank you. "
29 Mar 2019Mark
Under 35 years old"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 these events may not always be seen from an investor point of view by 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."
25 Feb 2019Andrew
56-65 years old"Nichole 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."
03 Jul 2018antoine
56-65 years old"always ready to explain and explain again or modify the file according to the last elements"
03 Jul 2018My Expertise
-
Budgeting
-
Cashflow & Income
-
Complex Investments
-
COVID-19 Financial Hardship
-
Expat Finance
-
Growing Assets
-
Insurance & Protection
-
Managing Debt
-
Margin Lending
-
Medical Industry
-
Redundancy
-
Retirement Planning
-
Self Managed Super Funds
-
Shares & Investments
-
Small Business Advice
-
Socially Responsible Investments
-
Superannuation
-
Tax Strategies
-
Wills & Estate
Key information
- Adviser rating
- Silver
- Years Experience
- 8 Years
- Highest qualification
-
Master of Business (Banking and Finance)
- Industry Memberships
-
1 total
- Address
- Suite 7 486 Lower Heidelberg Rd
Heidelberg, VIC, 3084 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Honest Advice Pty Ltd
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Synchronised Business Services Pty Ltd
-
Licensee owned by
SYNCHRON
My Qualifications
-
Apply legal principles in commercial law when providing tax (financial) advice services (2018)
Level of Qualification: Training / Exam / Other
Institution: Monarch Institute
-
Margin Lending (2017)
Level of Qualification: Training / Exam / Other
Institution: Mentor Education
-
Advanced Diploma of Financial Planning (2015)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Mentor Education
-
Diploma of Financial Planning (2013)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
-
Master of Business (Banking and Finance) (2012)
Level of Qualification: Level 9 - Masters Degree
Institution: Monash University (MON)
My Memberships
-
Association of Financial Advisers (AFA)
Level of Membership:
Member
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Timothy
56-65 years old"Nicole has given me advice in areas including Self Managed Super Funds, Health and Life Insurance, Will advise 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."
15 Aug 2019Customer opinions
Kaye
46-55 years old"Nicole has been very knowledgeable in helping me understand all areas with my superannuation and income protection . Nicole has given me confidence "
04 Jun 2019Customer opinions
Debra
46-55 years old"Nicole has given me advice in areas including Superannuation, Cashflow & Protection Insurances. Nicole always explains things to me clearly. Through Nicoles knowledge & experience I feel extremely confident that the advice she provides me is right for my needs. I have always recieved Nicoles full care & attention when I've needed it. Nicole, you are amazing, thank you. "
29 Mar 2019Customer opinions
Mark
Under 35 years old"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 these events may not always be seen from an investor point of view by 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."
25 Feb 2019Customer opinions
Andrew
56-65 years old"Nichole 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."
03 Jul 2018Customer opinions
antoine
56-65 years old"always ready to explain and explain again or modify the file according to the last elements"
03 Jul 2018Customer opinions
Wayne
46-55 years old"Appreciate Nicoles assistance and followup"
03 Jul 2018Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
Let's chat
I'm committed to providing quality service and meeting your needs.
Please enter your details and some information about the services you need to help me give you the best possible response.