Meet The Team

Lee Jackson Financial Adviser

Fdn. DFP
Authorised representative of Consultum Financial Advisers Pty Ltd

lee jackson

Seasoned Financial Adviser:
Pioneering Client Success For 20 years

Lee Jackson is a dedicated financial adviser with over two decades of experience in the industry. As a key member of Freedom Financial Planning since 2004, Lee has been instrumental in helping clients navigate their financial journeys.

With a unique background in engineering, Lee brings an analytical approach to financial planning. His passion lies in building trust with clients and providing tailored solutions that address their specific needs. Known for his ability to simplify complex financial concepts, Lee ensures his clients feel confident and informed about their financial decisions.

From Blueprints to Financial Plans

Lee's path to financial advising was anything but traditional. Originally an engineer for a decade, Lee's career took an unexpected turn after a transformative trip around Australia with his wife. This journey sparked what Lee humorously calls an "early midlife crisis," leading him to explore the world of financial advice. His engineering background, however, wasn't left behind—it now forms the foundation of his analytical approach to financial planning.

Two Decades of Trust: Building Financial Futures

Since 2001, Lee has been dedicated to helping clients achieve their financial goals. As the first employee of Freedom Financial Planning in 2004, Lee has been integral to the company's growth and success. His longevity in the industry is a testament to his commitment and the trust he's built with clients over the years. Lee's experience allows him to manage complex financial landscapes while always keeping his clients' best interests at heart.

Decoding Finance: Making the Complex Simple

One of Lee's standout skills is his ability to break down complex financial concepts into easily understandable terms. Clients often praise his knack for explaining intricate ideas in a relatable and straightforward manner. This talent not only helps clients feel more comfortable with their financial decisions but also empowers them to take an active role in their financial planning process.

Planning for Tomorrow, Starting Today

When it comes to retirement planning, Lee's philosophy is clear: it's never too early to start, and it's never too late to begin. He encourages clients of all ages to consider their financial future, adapting strategies as life circumstances change. Whether you're in your twenties, just starting out, or closer to retirement age, Lee believes in the power of proactive planning to secure a comfortable financial future.

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