Lee Nickelson Cfp®
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Lee Nickelson Cfp® Email & Phone Number

Certified Financial Planner at Embrace Wealth
Location: Melbourne, Victoria, Australia 3 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Certified Financial Planner
Location
Melbourne, Victoria, Australia

Who is Lee Nickelson Cfp®? Overview

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Quick answer

Lee Nickelson Cfp® is listed as Certified Financial Planner at Embrace Wealth, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Lee Nickelson Cfp®.

Lee Nickelson Cfp® previously worked as Certified Financial Planner Embrace Wealth at Embrace Wealth and Certified Financial Planner at Income Solutions. Lee Nickelson Cfp® holds National Financial Adviser Exam, Financial Planning And Services, Pass from Fasea.

Company email context

Email format at Embrace Wealth

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Embrace Wealth

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Profile bio

About Lee Nickelson Cfp®

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. We have an all-encompassing definition of wealth, and would like to help you achieve:'an absence of financial worry, an income you won’t outlive & a meaningful legacy left to those whom you love'.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. Making my clients feel secure, confident and optimistic about their future is very rewarding for me – and I get a kick out of someone owning their financial future. It enjoy seeing when the penny drops and they start to see and understand the results and benefits of my advice.I am empathetic, a great listener and manage other peoples money like it is my own and I specialise in financial planning for women, life and income protection, self-managed super funds & investment advice.If you would like to have a chat, please get in touch.

Current workplace

Lee Nickelson Cfp®'s current company

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Embrace Wealth
Embrace Wealth
Certified Financial Planner
AeroLeads page
3 roles

Lee Nickelson Cfp® work experience

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Certified Financial Planner Embrace Wealth

Current

Melbourne, Victoria, Australia

Oct 2016 - Present
4 education records

Lee Nickelson Cfp® education

National Financial Adviser Exam, Financial Planning And Services, Pass

Fasea

“I’ve successfully completed the national Financial Adviser Exam. By continuing to test and build upon my technical knowledge, I’m raising.

Cfp, Financial Advice

Certified Financial Planner Accreditation

Bachelor Of Behavioural Science, Psychology

Bachelor of Behavioural Science

FAQ

Frequently asked questions about Lee Nickelson Cfp®

Quick answers generated from the profile data available on this page.

What company does Lee Nickelson Cfp® work for?

Lee Nickelson Cfp® works for Embrace Wealth.

What is Lee Nickelson Cfp®'s role at Embrace Wealth?

Lee Nickelson Cfp® is listed as Certified Financial Planner at Embrace Wealth.

Where is Lee Nickelson Cfp® based?

Lee Nickelson Cfp® is based in Melbourne, Victoria, Australia while working with Embrace Wealth.

What companies has Lee Nickelson Cfp® worked for?

Lee Nickelson Cfp® has worked for Embrace Wealth, Income Solutions, and Godfrey Pembroke.

How can I contact Lee Nickelson Cfp®?

You can use AeroLeads to view verified contact signals for Lee Nickelson Cfp® at Embrace Wealth, including work email, phone, and LinkedIn data when available.

What schools did Lee Nickelson Cfp® attend?

Lee Nickelson Cfp® holds National Financial Adviser Exam, Financial Planning And Services, Pass from Fasea.

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