Lee Forde
Forde Financial Planning Pty Ltd
Lee Forde- Financial Planner
Lee is the founder of Forde Financial Planning in 2005 and is a Financial Planner with 30 years experience in the Financial Services Industry. He is also a member of the Association of Independently Owned Financial Professionals (AIOFP). Lee is the senior adviser in the Altona Meadows and Derrimut offices. Lee provides financial advice in all areas of financial planning including pre-retirement and retirement planning, superannuation planning, investment advice, estate planning and personal insurance.
Financial advice will make a positive difference in your life.
At many stages throughout our lives, we find ourselves faced with decisions that will affect our futures and that of our families. With the help of an ethical and experienced financial adviser, you will be making the secure and informed choice.
Family Growth -- Debt -- Retirement -- Wealth Accumulation
Contact me on 0409 521 227
I travel to you!
I have a strong ethical foundation; you can trust in me to professionally handle your financial goals.
Expertise
Initial consultation for advice is $220 +GST. Consultation can be completed either via phone, zoom or in person if any advice needs exists. Further fees may be incurred for plan presentation, implementation and ongoing fees. Any insurance advice is subject to 66% upfront and 22% ongoing commission.
At a glance
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Adviser status
Silver
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Forde Financial Planning Pty Ltd
Level 3, 72 Makland DrDerrimut, VIC 3026
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Capitalwise
AFSL 478766
