Hege Nolan

Private Wealth Adviser

Background

With more than 20 years of experience in the finance industry, Hege is dedicated to helping her clients define and achieve their financial goals. She serves clients both domestically and internationally, catering to individuals from diverse backgrounds and at various stages of their wealth journey. Hege understands that wealth creation is a long-term endeavour, fostering enduring and often inter-generational client relationships.

She emphasises that while she provides guidance, the ultimate decisions regarding investments remain with her clients. Hege specialises in developing and refining portfolios to meet individual investment goals.

In addition to portfolio management, she collaborates with clients’ trusted advisors, such as accountants, solicitors, and financial planners, ensuring a seamless and comprehensive approach to their financial affairs.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Applied Finance and Investment, Kaplan Professional
  • Bachelor of Business (Economics & Finance), RMIT University

Certifications

  • Margin Lending
  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Investment strategies
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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