We offer tailored advice that will reward you with a strong and secure financial future.
We are motivated to help clients at any stage of life to build wealth, plan for & enjoy retirement and achieve their dream lifestyle.
Nicholls Wealth Solutions is conveniently located at 27 Takalvan Street, Bundaberg. We are located on the edge of the city centre, on the main thoroughfare with convenient parking at the door. Office hours are Monday to Friday 9 am to 4:30 pm and we also offer after-hours & weekend appointments for the convenience of our clients.
Nicholls Wealth Solutions is a leading family orientated Financial Planning Practice, with a dedicated team of Financial Services Professionals who are passionate about our fields of expertise. Our aim is to help you get clear on your goals and take an objective look at your finances. We provide straightforward advice based on sensible, tailored strategies so that you can relax and focus on turning your dreams into reality.
With the right direction, our clients have peace of mind knowing they can access professional financial advice and ongoing support to look forward to a confident and secure future. Now more than ever trying to navigate the increasingly complex tax and super regulations, finding the time to research new investment opportunities and ensuring you meet all the required legal obligations is becoming more and more difficult. That’s why getting professional financial advice from a known and trusted source is essential. We help you define your goals, then transform them into a plan that will allow you to realise your dreams.
All advisers and planning assistants undertake ongoing training at the highest levels to keep to the absolute forefront of the financial planning industry. With the aid of our exclusive in-house computer software programs, we are able to regularly review our client investments. Our uniquely designed website provides security for clients to track their own investment portfolio performance and total financial positions from the comfort of their own home.
Practice Principal/Senior Financial Adviser
MFinPlan AFP®
Naomi is a wealth creation specialist and passionate Financial Adviser providing quality advice for over 23 years. Naomi has assisted many clients to help take the stress out of managing money and achieve their goals sooner. She is motivated to help clients at any stage of life to build wealth, plan for & enjoy retirement and achieve their dream lifestyle. She has worked in the financial services industry since 1998 and became a Member (AFP®) of the Financial Planning Association of Australia (FPA) in 1999.
She has attained a Masters Degree in Financial Planning, a Graduate Diploma in Applied Finance, a Graduate Certificate in Applied Finance, Advanced Diploma of Financial Services (Financial Planning) and the Diploma of Financial Services (Financial Planning). She is the Chapter Chair of the FAAA Wide Bay chapter, and has held various committee roles for the FPA over the last 13 years.
With these qualifications and experience, she is well-positioned to help clients achieve their wealth and lifestyle objectives, through providing quality holistic advice. Naomi believes that 'the more that you understand about money, the less you have to think about it. It's about more than just finance, it's about empowering others too.'
Nicholls Wealth Solutions Pty Ltd ABN 97 614 496 678 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.
Provisional Financial Adviser
GradDipFinPlan
James has recently completed his Graduate Diploma of Financial Planning, and with this qualification is keen to gain the required experience to help clients achieve their wealth and lifestyle objectives. James has a background of over 20 years’ experience in client focused service and has also served in the armed forces which will assist in providing a superior client experience. He is currently completing his Professional Year, which commenced as he joined the team in January 2023 and looks forward to providing holistic advice to clients.
Practice Manager
JP (Qual)
With a background in banking and finance, Michael commenced his career with a large financial institution and has over 18 years' experience in the industry. He has seen first-hand the enormous positive that good financial advice can bring to people.
As the Practice Manager, Michael is the engine room of the office and oversees all IT requirements, client interviews and paperwork, compliance obligations and manages all back-office requirements from ongoing services reviews, account management, seminars and Fee Disclosure statements. Feel free to call him with any questions or updates. He is always happy to help. Michael is also a JP (Qual) and is available to assist members of the community with witnessing of documents as they require.
Client Services/Compliance Manager
With a background of over 20 years' of client and administration management, with a very high level of professionalism and passion to exceed client expectations. Chris has been providing administrative support in the financial planning industry since 2016 and joined the Nicholls Wealth Solutions team in July 2022. He brings a wide range of cross-industry skills from experience working within the Employment Services industry, Retail environment and Real Estate & Construction Industry Associations. Highly focused, Chris is driven by providing top quality service to ensure a superior client experience.
Chris is currently broadening his knowledge and is studying his Advanced Diploma of Paraplanning with Monash University.
Client Services Officer
The first person most clients come into contact with at Nicholls Wealth Solutions is Emma. Emma joined us in August 2018, and has quickly become an indispensable member of our team. In addition to organising your appointments, and warmly greeting you when you arrive at our office, Emma also takes responsibility for assisting in the day-to-day service to our clients. Emma's role is integral to the implementation of your financial plan and ongoing reviews. Her duties range from reception and maintenance of client records to assisting in practice management. Emma is available to assist the team and clients with their general enquiries.
The services we supply along the way to help you attain your short and long term financial goals.
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