Financial Adviser
· MELBOURNE, VIC
Kate Nicol
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005452
About Kate Nicol
Kate Nicol is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Kate is currently authorised under Consultum Financial Advisers. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kate's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Kate is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Bachelor of Business (Financial Planning)
RMIT University
2020
CFP Certification Program
Financial Planning Association of Australia