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Lee Nickelson

I am passionate about financial planning for women

Lee Nickelson

Financial Adviser

Specialty Areas

Business and Finance

About Me

I am an accredited Certified Financial Planner at Income Solutions in our modern office space in Richmond, Melbourne. Income Solutions 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.

We run regular seminars in our Richmond office covering a wide range of topics:

– Common Sense Investing
– Pivot – Choose Your Financial Direction
– Financial Planning for Women

If you would like to book in for a seminar or simply have a chat, please get in touch.

Qualifications

Certified Financial Planner

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