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Nicole Angelucci
DipFinPlan
Financial Planner
I believe the most important thing is that my clients feel comfortable with their financial strategy and investments. By providing a plan that is understandable and tailored towards each individuals financial and lifestyle goals, great things can be achieved.
Nicole has worked in the financial services industry since 2005. She has been an adviser with Morgans Noosa for a number of years now and seeks to assist clients to achieve their goals through manageable, easy to understand financial strategies. Having being in the industry for such a long time has provided her with comprehensive knowledge in many industry related systems, processes and ethical standards.
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.
Services and Specialties
Fixed Interest and Cash Management
Aged Care
Portfolio Administration
Retirement and Estate Planning
Financial Planning
Personal Insurance
Stockbroking
Superannuation Advice
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Diploma of Financial Planning
FASEA Financial Adviser Exam
Associations
No items found.
Competencies
Aged Care Accreditation
Tax (financial) Adviser
Managed Investments
Securities
Life Insurance
Generic
Direct International Equities Trading Adviser
Superannuation
FASEA Financial Adviser Exam
Financial Planning
ASIC Financial Advisers Register
I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary and percentage of fees.
