Steven Nickelson

Embrace Wealth

Platinum
14 Yrs Experience
Ascot Vale, VIC 3032

As a Certified Financial Planner, I make strong, long-term relationships with people by listening and understanding their situations, then assisting to put them on a path to living their life the way they always pictured it. Your financial success hinges on surrounding yourself with a 'board of advice' consisting of professionals such as Accountants, Finance Brokers and Solicitors, with a Financial Planner the cornerstone to a successful future.

I enjoy working with a range of clients including enthusiastic professionals, small business owners, people who are currently or considering moving or building a home, those who are considering retiring or winding back work as they build towards retirement, and retirees.

Feel free to reach out.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 79
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Embrace Wealth

134 Union Rd
Ascot Vale, VIC 3032

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323