Nick Lee

Senior Adviser

Biography

Nick 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 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 is a Certified Financial Planner and also has a Graduate Diploma in Financial Planning

My speciality

Wealth Management
Office Location
Findex Ballarat
L2, 909 Sturt Street
Ballarat, VIC 3350
View on Map
Phone: (03) 5304 5700
Request a callback

Please leave your details and I'll get back to you