Nicholas Lee

Associate Partner


Nicholas has over 10 years’ experience in the financial planning industry, providing comprehensive financial advice to customers of different ages and with various strategic needs.

Retirement planning, superannuation, cash flow budgeting, estate planning, personal and business insurance, aged care and social security entitlements are all areas Nicholas can provide advice on.

Nicholas is passionate about quality advice and the ability it has to provide clients with financial security and freedom for a better future. Nicholas is a Certified Financial Planner and also has a Graduate Diploma in Financial Planning.

My Specialities

Wealth Management
Office Location
Findex Ballarat
L2, 909 Sturt Street
Ballarat, VIC 3350
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