Nicole Henry
Nicole started her career in finance with the CBA’s Property division, first as receptionist, progressing to accounts, and later moving to the International Trade division. She also worked with Colonial First State when they first entered the market in Queensland dealing with general banking, insurance and mortgage solutions.
She actually gained work experience with Financial Design at Springwood where she learned how the financial planning process worked and what it offered to potential clients. From there she commenced with QPlan, a boutique financial planning firm that targeted mainly SMSFs and appropriate solutions for same.
She acquired her DipFP and additional knowledge requirements regarding SMSF’s, becoming a junior adviser. After a break in her career for children, Nicole found herself back at Springwood as a Client Services Officer.
After refreshing her education, Nicole is now taking on the responsible role of Review Planner as she furthers her education and experience.
Tel. 1800 621 807