Financial Adviser

2 weeks ago


Australia Wealth Financial Pty Full time

Overview
I have been with McCormack Financial Services, now Wealth Financial, since 2016 and working in the Financial Services industry since 2003. Outside the office, I enjoy spending time with my young family, reading and outdoor activities.
I love helping clients understand their financial situation and plan for their future. I have a passion for helping clients navigate the complexities of investing and planning for retirement. I also love being able to assist clients to invest their personal wealth in line with their own values.
Services
Government Assistance
Superannuation
Insurance Protection
Managing Debt
Self Managed SuperFunds
Aged Care
Socially Responsible
Growing Assets
Budgeting
Fees
We will discuss and agree the actual fees with you before we proceed with the advice process.
Our agreed advice and service fees may include charges for:
? Annual advice and services
Testimonials
Nicole is easy to communicate with and has a good knowledge of my needs and finances. Nicole is extremely helpful with guiding me through my superannuation process.
Qualifications & Experience
Rating 5.00
Number of reviews 5
First year providing advice 2014
Years of experience 11
Graduate Diploma of Financial Planning
Language spoken: English
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