Financial Adviser
· ASCOT VALE, VIC
Lee Katie Nickelson
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000391967
Lee Katie Nickelson is a financial adviser based in Ascot Vale, Victoria, with 13 years of experience in the financial services industry. Lee is currently authorised under Consultum Financial Advisers Pty Ltd. Lee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Lee is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Behavioural Science (Psychology)
La Trobe University
2007
Diploma of Financial Planning FNS50804
Kaplan Australia
2008
Advanced Diploma of Financial Planning
Kaplan
2011
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2011
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2011
RG146 Margin Lending
MLC ThreeSixty
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register