Nicholle Shepherd
Financial Adviser
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About
Nicholle Shepherd is an ASIC-registered financial adviser based in Kincumber, NSW, dedicated to helping clients achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2009), accreditations in Margin Lending, SMSFs, and Listed Products, and a Master of Applied Finance (Financial Planning) from Charles Sturt University (2024), Nicholle is well-equipped to provide comprehensive and informed advice. As a member of the SMSF Association, Nicholle possesses specialized knowledge in self-managed superannuation funds. She is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities, enabling her to create tailored strategies to suit each client's unique needs. Key services offered include: • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment advice If you're seeking expert financial guidance to secure your financial future, contact Nicholle Shepherd today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Nicholle Shepherd provide?
Nicholle Shepherd provides advice on superannuation, insurance, wealth management, retirement planning, and investments. She can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Nicholle Shepherd have?
Nicholle Shepherd holds an Advanced Diploma of Financial Services (Financial Planning), accreditations in Margin Lending, SMSFs, and Listed Products, and a Master of Applied Finance (Financial Planning). She is also a member of the SMSF Association.
What is Nicholle Shepherd's approach to financial planning?
Nicholle Shepherd takes a client-focused approach, prioritizing your individual circumstances and financial objectives. She works with you to develop a personalized strategy that aligns with your risk tolerance and long-term goals.
How can Nicholle Shepherd help me with my superannuation?
Nicholle Shepherd can provide expert advice on all aspects of superannuation, including contributions, investment options, retirement planning, and SMSFs.
What should I expect during my initial consultation with Nicholle Shepherd?
During your initial consultation, Nicholle will discuss your financial situation, goals, and risk tolerance. This will help her to understand your needs and develop a tailored financial plan.
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