Team

Meet Nicole

Nicole joined Halpin Wealth in 2023 with a strong foundation in financial planning, built through her roles in client service, administration, and technical and strategic paraplanning. These experiences have given her a deep understanding of the intricacies involved in both the operational and strategic aspects of financial planning. Nicole leverages this comprehensive background to approach client situations from multiple angles—whether it’s optimising client service processes, developing detailed financial strategies, or addressing complex technical issues. This holistic approach enables her to provide tailored, well-rounded advice that fully aligns with each client’s unique financial goals.

Currently, Nicole is pursuing an MBA, expanding her expertise in strategic management, marketing, and leadership. This advanced education complements her financial planning skills, enabling her to better understand the broader business landscape and how it impacts her clients’ financial goals. The MBA program also fuels her passion for continuous learning and drives her to bring fresh insights and innovative solutions to the table.

Outside of work, Nicole enjoys spending time outdoors with her family, cherishing moments in nature and exploring the beautiful landscapes around them. She’s also a passionate foodie who loves discovering the state’s culinary scene, indulging in great food and wine. A fashion enthusiast, Nicole keeps up with the latest trends and enjoys blending her personal style with her professional journey.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Nicole is currently undertaking a Master of Business Administration (Finance) and has achieved the following financial planning accreditations:

• Master of Finance (Financial Planning); and
• Bachelor of Applied Finance.

Nicole is a member of the Financial Advice Association of Australia (FAAA).