Our Team

Our Team
stven

STEVEN NICKELSON

MANAGING DIRECTOR/SENIOR FINANCIAL ADVISER

lee

LEE NICKELSON


SENIOR FINANCIAL ADVISER

laura

LAURA SHEATHER

SENIOR ASSOCIATE

marnie

MARNIE MCGAFFIN

CUSTOMER SERVICE OFFICER/ASSOCIATE

holly

HOLLY FOOTE

OPERATIONS MANAGER

lucy

LUCY CODYRE

ASSOCIATE

karen

KAREN TRUONG

ASSOCIATE

tom

TOM ROWSON

ASSOCIATE (CASUAL)

STEVEN NICKELSON

MANAGING DIRECTOR/SENIOR FINANCIAL ADVISER

Steve has over 15 years’ experience in the Industry, quickly advancing to Senior Adviser and Managing Director. The business has recently re-branded to Embrace Wealth. He is a Certified Financial Planner®, has a Bachelor of Commerce (majoring in Financial Planning), as well as being a Graduate of the Australian Institute of Company Directors.
He advises a broad range of clients and businesses and is passionate about financial education.

His clients commend him for his exceptional ability to explain complex information in simple terms and for being a human calculator with a personality.
Steve is married with two young daughters, Scarlett and Willow, enjoys golf and bike riding, as well as being a Carlton Football Club optimist.

LEE NICKELSON

SENIOR FINANCIAL ADVISER

Lee first started in the Financial Planning industry in 2001 and is a Certified Financial Planner®. She is passionate about creating a world where her two daughters can grow up to receive every opportunity in life. This in turn drives her passion for financial planning for women and has led to working with the Go Girls Foundation.  Their mission is for ‘every women to have a plan’ and Lee offers her time to assist women, some of whom find themselves in unique situations after relationship breakdowns and other unforeseen circumstances.

Lee’s client’s value that she is warm and empathetic and encourages them along their path towards financial security.  She loves to travel and enjoys planning caravan holidays with friends and family.

LAURA SHEATHER

SENIOR ASSOCIATE

Laura is a Senior Associate who also performs a training and leadership role. She could be described as the glue that holds everything together. She holds a Commerce Degree (majoring in Finance and Financial Planning) from Deakin University and a Graduate Certificate of Artificial Intelligence for Business.  Laura is passionate about learning to guide people to make healthy financial decisions now that have positive lasting effects in the future. In her spare time Laura can be found playing State League Volleyball and spending time with her dog Milla. 

 

MARNIE MCGAFFIN

CUSTOMER SERVICE OFFICER/ASSOCIATE

Marnie joined the team in 2017 as our Customer Service Officer, and loves nothing more than seeing a smiling face! She has two children, a son and a daughter, and on weekends she can be found with her husband and children bushwalking through the Dandenong Ranges or water-skiing at Eildon. Marnie has an Associate Diploma in Health Science and ran her own Beauty Therapy business for over 20 years before joining us. She is currently completing a Bachelor of Commerce and has enjoyed working in the Industry so much she is now an Associate.

HOLLY FOOTE

OPERATIONS MANAGER

Holly joined the team in October 2019. She serves as the Operations Manager, managing the day-to-day operations and supporting our team. Holly has previously worked in Financial Services management roles in South Africa and Australia with Wealth Management Corporations.

When Holly is not at work managing the team, she is at home managing her 3 little humans (and sometimes her husband when necessary). A lover of the outdoors and all things wine, she spends her spare time exploring with her family, and honouring her South African roots with regular “braaing” with friends. 

LUCY CODYRE

ASSOCIATE

Lucy holds a Bachelor of Business (majoring in Accounting and Financial Planning) from RMIT University where she gained an education in finance while working part time in the industry to compliment her studies. Lucy enjoys interacting with clients and the challenge of exploring different options and strategies to help structure your finances in a manner beneficial to your goals and interests. When not at work, Lucy enjoys travelling to new places and loves a trip back to the High Country where she grew up. She also plays netball and tennis in various social teams and, having lived in Geelong, is a dedicated supporter of the Geelong Football Club. 

KAREN TRUONG

ASSOCIATE

Karen joined the team as an Associate in 2020. With her bubbly and social character, she is not afraid to engage in good banter and loves developing and maintaining favourable relationships with our clients. She has a passion for knowledge and has just completed her Graduate Diploma of Financial Planning with plans to advance into Masters and CFP. Karen is an active badminton player and loves good competition. She is also a foodie and can be found exploring new restaurants around Melbourne.

TOM ROWSON

ASSOCIATE (CASUAL)

Tom joined the team in April 2019 as an Associate. During COVID Lockdown in Melbourne, Tom and his partner Stace decided to leave Melbourne and are travelling the country in their Camper, seeing what this wonderful country has to offer whilst working on a Casual Contract basis.