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® Education Details
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FaseaPass -
Certified Financial Planner AccreditationFinancial Advice -
Financial Planning And Services -
Psychology
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.
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