Lee Nickelson Cfp®

Lee Nickelson Cfp® Email and Phone Number

Certified Financial Planner @ Embrace Wealth
Lee Nickelson Cfp®'s Location
Melbourne, Victoria, Australia, Australia
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.

Lee Nickelson Cfp®'s Current Company Details
Embrace Wealth

Embrace Wealth

View
Certified Financial Planner
Lee Nickelson Cfp® Work Experience Details
  • Embrace Wealth
    Certified Financial Planner Embrace Wealth
    Embrace Wealth Oct 2016 - Present
    Melbourne, Victoria, Australia
  • Income Solutions
    Certified Financial Planner
    Income Solutions Oct 2016 - May 2021
  • Godfrey Pembroke
    Associate Financial Adviser Cfp
    Godfrey Pembroke Jul 2007 - Oct 2016
    Kew East

Lee Nickelson Cfp® Education Details

Frequently Asked Questions about Lee Nickelson Cfp®

What company does Lee Nickelson Cfp® work for?

Lee Nickelson Cfp® works for Embrace Wealth

What is Lee Nickelson Cfp®'s role at the current company?

Lee Nickelson Cfp®'s current role is Certified Financial Planner.

What schools did Lee Nickelson Cfp® attend?

Lee Nickelson Cfp® attended Fasea, Certified Financial Planner Accreditation, Kaplan Professional, La Trobe University.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.