Meet Nicole Davies

Client Services Manager

Meet Nicole Davies, who’s all about making your financial journey stress-free.

Nic’s role means getting to know each client inside and out. She’s the one who wants to hear your story, guide you through all the financial nitty-gritty, give you the information you need, and make sure you understand everything.

Around the office, she’s known as ‘The Organised One,’. Nic’s also on a mission to improve her skills with a Diploma in Leadership and Management.

Born in Queanbeyan but a proud Newcastle local since age three, Nic’s all about family, with her parents, two sisters, and their families all living close by.

Between work and family, Nic enjoys spending her spare time out on the water on her paddleboard.

Contact Nicole to book a meeting in person or online.

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