Team

Nicole Eddy
MFin(FinPlan)
Meet Nicole
Nicole joined Halpin Wealth in 2023, bringing over a decade of experience in financial services. Her career journey includes roles in client service, administration, and strategic paraplanning, providing her with a comprehensive understanding of financial planning from both operational and strategic perspectives. Nicole’s hands-on experience allows her to approach client situations holistically, offering tailored solutions that align with each client’s unique financial goals.
Currently pursuing a Master of Business Administration (Finance), Nicole is expanding her expertise in strategic management, marketing, and leadership. This advanced education complements her financial planning background, enabling her to deliver innovative and forward-thinking solutions that address her clients’ broader financial landscapes.
Nicole’s passion lies in empowering her clients with clear, actionable advice. Whether helping families plan for retirement, optimise investments, or navigate complex financial situations, she is committed to building strong, trusted relationships that foster long-term success.
Outside of work, Nicole cherishes spending time outdoors with her family, exploring South Australia’s scenic landscapes. She’s a passionate foodie who enjoys discovering the state’s culinary delights, indulging in great food and wine. Nicole’s love for fashion keeps her attuned to the latest trends, blending her personal style with her professional journey.
Feel free to connect to explore how Nicole can support your financial goals.
EXPERTISE
- Strategic Financial Planning and Wealth Management
- Expertise in Technical and Strategic Paraplanning
- Retirement Planning and Investment Strategies
- Building Tailored, Client-Focused Financial Solutions
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Master of Finance (Financial Planning), University of South Australia
- Bachelor of Applied Finance, University of South Australia
- Currently undertaking a Master of Business Administration (MBA), University of South Australia
- Member of the Financial Advice Association of Australia (FAAA)
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited