Disclosure
What type of adviser is Nicole?
I am a Certified Financial Planner. The CFPCM Certification Mark represents the highest achievement within the profession and is the only globally recognised symbol of excellence for financial planning. To receive authorization a candidate must meet examination, experience, ongoing education, and ethics requirements.
I work under the Booster FAP licence and can give advice on Booster products and other products as explained in my disclosure document. More information can be found in the Booster Financial Advice Provider licence.
My first meeting is complimentary and without obligation, so please feel free to get in touch.
Qualifications:
Certified Financial PlannerCM
Trusted Advisor
Graduate Diploma Business Studies (Personal Financial Planning)
Bachelor of Business Studies (Finance)
Links to relevant organisations:
Booster provides KiwiSaver and managed portfolio investments. We are strong believers in simplicity and transparency in the delivery of investment services and proud to be reappointed as a KiwiSaver default provider by the Government.
Inland Revenue’s website has a wealth of information about tax obligations and entitlements along with useful calculators.
New Zealand’s professional body for advice practitioners. It is responsible for licencing both the global marks of excellence in financial planning, CFPCM and risk management, CLUCM.
Financial Services Complaints Limited (FSCL) resolve complaints about financial service providers and provide a free service to consumers. If I’m unable to resolve your problem, contact the FSCL on 0800 347 257 or email complaints@fscl.org.nz
Sorted is a Government-funded website dedicated to helping kiwis get ahead financially. The website offers a wide range of information, calculators and tools.
The Financial Markets Authority is an independent Government entity responsible for ensuring public confidence in our financial markets.
“We all have different goals and aspirations for the future. My role is to tailor strategies that help my clients make the best decisions for them. This way, they can get to where they want to be.”
— Nicole Hoy