Nicholas Lee

Associate Partner


Nick has over 12 years’ experience in the financial planning industry, providing comprehensive financial advice to customers of different ages and with various strategic needs.

Retirement planning, superannuation, self managed super funds (SMSF), cash flow budgeting, estate planning, personal and business insurance, aged care and social security entitlements are all areas Nick can provide advice on.

Nick is passionate about quality advice and the ability it has to provide clients with financial security and freedom for a better future. Nick holds the Certified Financial Planner (CFP) designation, Master of Applied Finance, and 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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