Nicholls Wealth Solutions

Nicholls Wealth Solutions is a family-orientated financial planning practice based in Bundaberg. The Practice Principal and Senior Financial Adviser is Naomi Nicholls, who has provided financial advice for over 25 years and has worked in the financial services industry since 1998. She became a Member (AFP®) of the Financial Planning Association of Australia in 1999 and holds a Masters Degree in Financial Planning, a Graduate Diploma in Applied Finance, a Graduate Certificate in Applied Finance, an Advanced Diploma of Financial Services (Financial Planning), and a Diploma of Financial Services (Financial Planning).

Naomi Nicholls is the Chapter Chair of the FAAA Wide Bay chapter and has held various committee roles for the FPA over the last 15 years. Michael Portley is the Practice Manager, with over 22 years' experience in the banking and finance industry; he is a JP (Qual) and assists the community with witnessing documents. Chris Ottway is a Paraplanner with over 20 years' experience in client and administration management. Nicholls Wealth Solutions Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd. The practice offers after-hours appointments and provides tailored financial advice for individuals, families, and businesses.

In Bundaberg, Nicholls Wealth Solutions covers superannuation consulting, investment services, income protection and life insurance. One client writes that Naomi knows her subject thoroughly, gives the practice a five-star rating and would not consider going elsewhere.

The account points to technical expertise and personal attention, with the adviser handling retirement savings, investments and cover under the one roof. The practice operates as an income protection insurance agency, investment service, life insurance agency and superannuation consultant from 27 Takalvan St, Bundaberg West, with office hours Monday to Friday from 09:00 to 16:30 and closed on weekends.