Our Team

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Paul Nelson

Diploma of Financial Services : Diploma of Finance and Mortgage Broking Management

As the founder of Nelson Financial, Paul prides himself on his professional service and advice he has been providing to the Community. Paul has been in the mortgage Industry for 12 years and Financial Planning since 2010. Loves spending quality family time with Nicole and their 3 kids. Paul enjoys being involved with the Torquay football and Jan Juc Cricket clubs and also during the summer is Patrol Captain at Torquay Surf Beach.

Advice I specialise in
  • Mortgage Consulting & Banking Solutions
  • Superannuation
  • Risk Management
  • Budgeting & Cashflow Management
  • Investment planning
  • Life, Income, Total Permanent Disability and Trauma Cover
General advice I provide
  • Small business advice
  • Estate planning

 

Kristy Rethus

Certificate IV in Finance and Mortgage Broking

Kristy has been a home loan specialist since 2016. Given the amount of changes we continue to see in the lending industry, for her it is more crucial than ever to educate her clients to understand their finances and empower them to achieve their personal goals. she enjoys learning about her client’s passions and their plans, and feel great satisfaction when she is able to remove obstacles to help them on their way and achieve their dream.

Advice I specialise in
  • Mortgage Consulting & Banking Solutions
General advice I provide
  • Budgeting & Cashflow Management

 

Brian Yole

Advanced Diploma of Financial Services (Financial Planning)

Brian has been Financial Planning since September 1996. With years of experience he helps his clients find solutions that are practical and appropriate. He believes building strong relationships, listening to client’s is critical, with regular reviews. He is dedicated to existing and new clients to make sure they achieve their individual financial goals He provides strategic advice to a range of clients, Aged Care, Centrelink Advice, Retirement, Superannuation, Insurances and Investment advice. Also assisting clients with applying for Aged Pension and Disability Pension. The most important with Aged Care is allowing the family to spend as much time as they can settle in the person going into the Aged Care Facility.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation
General advice I provide
  • Estate planning
  • Centrelink

 

Nicole Nelson

Office Manager

Nicole joined Nelson Financial in 2012. Nicole enjoys spending time with Paul and their 3 children and her involvement in the Torquay Football Club and other local Community groups. Nicole has completed the Melbourne half marathon and Surf Coast trail half marathon.

Nicole prides herself on developing excellent working relationships with all clients of Nelson Financial. 

 

03 5264 8214

paul@nelsonfinancial.com.au