Private Client Adviser
Nicole is a Private Client Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Nicole holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification qualification within the financial planning industry. She also holds a Graduate Diploma of Financial Planning and a Certificate IV in Financial Services (Finance/ Mortgage Broking). She is a member of the Financial Planning Association of Australia and the Mortgage and Finance Association of Australia. Nicole was ranked in the top 50 financial advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2013.
Nicole has worked in the financial services industry since 1995 and was employed by a large national finance firm before joining Shadforth Financial Group in 2004. Nicole enjoys building long term relationships with her clients and focuses on offering individually tailored strategies to help them meet their personal financial goals. She specialises in risk management, superannuation, wealth accumulation and retirement planning.
Outside of work
Away from work, Nicole enjoys spending time with her young family, playing sports, cooking and being outdoors.