Adviser Associate, Head of Delivery
Studying: Bachelor of Commerce – Major in Financial Planning | DFP – Diploma of Financial Planning
“The best results come from everyone working together”
An integral member of our team, Nicole is the day to day contact for our clients and a great support to our Advisers. Her ‘anything is possible’ approach, means she is proactive and hard-working and has built a depth of knowledge that is beyond her years.
“I picture our clients as family members,” Nicole says. “I try to put myself into their shoes and consider what they need and want.”
“The best results come from us all working together in this way. It creates an energy and an efficiency that can exceed everyone’s expectations,” she said.
After seeing first-hand, the positive impact that good advice makes to people’s lives, Nicole has recently decided to embark on her own journey to becoming a Financial Adviser. Another example that anything is possible.
“One of the best things I do is to make sure that our clients are prioritising themselves and doing what they need to make their lives better. It takes patience, persistence and great communication,” she said.
When not at work Nicole can be found with two of her besties, her dog, Bilbo and her cat, Luna. One of her personal highlights has been completing a hundred-kilometre marathon with her sister and some friends – without sleeping and within 36 hours!
Nicole is also a passionate supporter of wildlife foundations and charities that help in the areas of domestic violence and suicide prevention.