Lee Nickelson CFP®
About Me
I am an accredited Certified Financial Planner at Embrace Wealth in our modern office space in Ascot Vale, Melbourne. Embrace Wealth is a progressive business and we focus on income requirements needed to fulfil lifestyle goals. I am passionate about creating a world where my two daughters can grow up to receive every opportunity in life. This in turn drives my passion for financial planning for women and has lead to working with the Go Girls Foundation, where I offer my time to educate many women, some of whom find themselves in unique situations after relationship breakdowns and other unforeseen circumstances.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 12 Years
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Licensed By Consultum Financial Advisers Pty Ltd