At Nelson Financial we pride ourselves on helping our clients achieve financial peace of mind.
Our clients deal with us because they know we have their financial interests at heart and trust our advice.
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
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.
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