Nicole Angelucci

alt
DipFinPlan

Authorised Representative: 001255163

Financial Planner

"I believe the key to helping clients achieve their financial goals is through providing quality advice that is easy to understand. Clients should always be comfortable with their financial strategy and investments."

Nicole has worked in the financial services industry since 2005. Since moving to Morgans in 2015, she has obtained a Diploma of Financial Planning and is currently working towards completing the Graduate Diploma in Financial Planning. Her experience in the industry has provided her with comprehensive knowledge in industry related systems, processes and ethical standards.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Portfolio Administration
  • Retirement and Estate Planning
  • Stockbroking
  • Superannuation Advice

Investment Style

Nicole believes developing a relationship of transparency and trust with her clients is very important. By adhering to the financial planning process, she obtains a thorough understanding of her client’s current financial position, tolerance to risk, investment experience as well as their financial and lifestyle goals. All financial strategies are tailored to each individual client's circumstances.

Industry Education & Experience

Qualifications
  • Accredited Aged Care Professionalâ„¢, Aged Care Steps, 2019
  • Diploma of Financial Planning, Kaplan, 2017
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Superannuation
I am employed by Branbo Pty Ltd which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me as your adviser by way of salary and percentage of fees.