Nicola Kirkwood

Client Services & Admin Officer (CSAO)

Behind every good financial plan is someone making sure it actually happens. That's where Nicola Kirkwood comes in.

As a Client Services and Administration Officer at UNICA Wealth, Nicola is the link between advice and action. When an adviser maps out a strategy for a client, it's Nicola who helps bring it to life - working through the detail, coordinating the moving parts, and making sure nothing falls through the cracks.

It's work that draws on more than a decade of experience in the finance industry. Nicola joined UNICA in 2024 and quickly became a trusted point of contact for clients navigating the administrative side of their financial lives. For many, she's the person who takes what can feel overwhelming and makes it manageable.

What I find most rewarding is taking the stress away from clients by helping them implement their adviser's recommendations.

Ask her what she enjoys most, and she'll tell you it's exactly that - taking the stress out of the process. Knowing that a client feels looked after, that the recommendations their adviser has made are being implemented smoothly, is what makes the role worthwhile.

When she's not at work, Nicola is firmly in family mode. She and her husband spend their time with their young children, and you're as likely to find them setting up a tent somewhere as you are to find them at the beach.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

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