Lee Riske
Financial Adviser
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About
Lee Riske is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong foundation built upon years of experience and extensive qualifications, Lee is well-equipped to guide you through the complexities of the financial landscape. Lee's qualifications include a Diploma of Financial Advising - Securities Institute (2005), a Diploma of Financial Services (Financial Planning) - Securities Institute (2005), a Certificate III in Financial Services - National Insurance Brokers Association (NIBA) (2008), and an Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd (2013). As a member of the Financial Advice Association of Australia (FAAA), Lee adheres to the highest ethical and professional standards. Lee is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Lee can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Lee Riske today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Lee Riske provide?
Lee Riske specializes in providing advice on superannuation, insurance, wealth management and retirement planning. Lee can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Lee Riske have?
Lee Riske holds a Diploma of Financial Advising - Securities Institute (2005), a Diploma of Financial Services (Financial Planning) - Securities Institute (2005), a Certificate III in Financial Services - National Insurance Brokers Association (NIBA) (2008), and an Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd (2013).
How does Lee Riske approach financial planning?
Lee Riske provides personalised financial advice tailored to each client's unique circumstances and goals. This involves a thorough assessment of your current financial situation, identifying your objectives, and developing a comprehensive plan to help you achieve them.
What can I expect during my first consultation with Lee Riske?
During your initial consultation, Lee will discuss your financial goals, current situation, and risk tolerance. This is an opportunity to ask questions and understand how Lee can help you achieve your financial objectives. There will be no obligation to proceed with any advice or services.
Why should I choose Lee Riske as my financial adviser?
Lee Riske offers a combination of extensive qualifications, industry experience, and a commitment to providing personalised advice. Lee's focus is on building long-term relationships with clients and helping them achieve financial security and peace of mind.
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