Nicole Florisson – Senior Financial Planner
Degree qualified with a Bachelor of Business majoring in Finance, Nicole focuses on tailoring strategic solutions to meet both her clients personal and financial goals.
Nicole also holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, which is the highest qualification within the financial planning industry. She also holds a Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.
Nicole is also an accredited SMSF Specialist Adviser of the Self Managed Super Fund Association of Australia.
Nicole believes that integrity and honesty are crucial to building long term relationships with her clients.
Kacie West – Client Manager and Reception
Kacie is your first point of contact and will help you make appointments and feel welcomed and at home at Florisson Financial.
Kacie moved home to Hobart from Cairns and comes with years of financial service industry experience.
Karen Wright – Client Manager
Karen joined our team at the beginning of 2013, and comes with over 30 years of experience in the financial services industry.
Karen offers exceptional back-up to Nicole to help implement her Advice on Salary Packaging, Maxxia, Applications, SMSF’s and Share and Investment trading. She also has years of experience helping implement the Centrelink advice including helping people apply for Age Pension and liaising with Centrelink on clients behalf.
After hours her passion is keeping fit at the gym and personal training clients in the Huon.
Email: Admin@florissonfinancial.com.au (available Tuesday, Thursday and Fridays to 4 pm)
Veronica McAlister – Paraplanner
Veronica prepares our written advice documents for clients to help them easily understand the advice we provide and compare the costs and benefits of all of our strategies so that you can be sure you are better off.
Veronica is dedicated to ensuring all of our written advice documents comply with ASIC regulations and the corporations act and prides herself on delivery quality outcomes.