Fee for advice
We believe in a true ‘fee for advice’ model that is not based on a percentage of funds managed where you only pay for the advice and service you receive not a fee based on the amount of assets you have. This also allows us to provide holistic advice that takes into account your existing government or industry superfunds, property, centrelink, and tax planning.
Our guarantee is that you will always know what you’re paying for before you need to commit.
Knowledge and expertise
Nicole Florisson is degree qualified with a Bachelor of Business majoring in Finance, a Diploma of Financial Planning and is a Certified Financial Planner ®. Florisson Financial also has access to a team of twelve specialists through GWM Adviser Services, who provide advice and guidance on complex technical issues.
Integrated tax, structuring and investment solutions
We actively work with your existing advisers (accountant, solicitor, mortgage broker) to ensure the most appropriate outcome for you. And if you are looking for a suitable professional for you, then we can introduce you to a specialist.
Privately owned; National support
Whilst being privately owned, we choose to be licensed through GWM Adviser Services, who provide us with key support, research, approved investments, and provide compliance standards and updates on current regulations.
Centrally located near the Hobart CBD, we are happy to make a time that is suitable to you.
Certified Financial Planner®
CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.
Any personal taxation, legal or debt advice we will refer you to a suitably qualified professional. Florisson Financial and GWM Adviser Services is not responsible for any advice provided by these professionals.