Our Team
Katrina Gay
Director | Financial adviser
Katrina’s warm and caring nature, coupled with her broad knowledge and technical skills gives her the ability to take the financial burden and worry out of people’s lives.
The key to achieving positive outcomes is Katrina’s ability to clearly communicate complex issues and strategies in a meaningful way. This allows her to support her clients in establishing appropriate financial goals and pathways forward for success.
Nicole Chak
Paraplanner
Nicole is an undisputed technical and compliance whizz and has an incredible wealth of knowledge when it comes to all things financial planning.
She works tirelessly behind the scenes preparing advice documents, researching new strategies and keeping up to date with legislation changes.
Anna Henderson
CLient Services
Anna is the go-to person who makes paperwork and processes run like clockwork.
Implementing the recommendations laid out in an advice document can be daunting. This is where Anna shines by taking the administrative burden off clients’ plates, saving them valuable time and making working with Nicholson Financial Planning as easy as possible.