Nicole started with CFB in 2011 as a Paraplanner. She has completed her Diploma in Financial Services (Financial Planning) and came to us with a wealth of experience having worked previously for a financial planning firm. Nicole handles all our compliance obligations as well as being an excellent resource for all things superannuation.
- Dip. FS (Financial Planning)
- Adv. Dip FS (Financial Planning)
WHEN did you start with CFB?
I started with CFB in March 2011.
WHAT are your duties at CFB?
As a paraplanner my day to day duties see me analysing the personal information provided by you, before assisting advisers in researching the best solutions to meet your needs. This information and research is then used to develop your own personalised Statement of Advice, the formal aspect of your ongoing financial planning experience.
As the Compliance Lead, I work closely with the advisers to ensure CFB continues to comply with the ethical and operational guidelines and regulations as set by our licensee.
WHAT have you done professionally that you are proud of?
CFB’s involvement in the Lady Cilento Children’s Hospital Christmas Party. Interacting with the children over arts and craft, being part of a team to bring a smile to the children’s faces, was a very rewarding and heart-warming experience.
WHAT are you passionate about outside of work?
Exploring the great outdoors, camping and four-wheel driving. I’m a lover of sports, playing both Indoor and Beach Volleyball, however can also be found trackside when the V8 supercars come to town!