1300 240 847
info@quaywealth.com.au
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CONTACT US

Lee Walker

Partner, Private Wealth

BSc(Hons), CFP

Lee has over 18 years’ experience in financial services, has a bachelor’s degree with honours in Accounting and Finance, is a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australian (FAAA).

He assists his clients by drawing on his wide range of experience and qualifications including his prior experience as a qualified Accountant.

Lee’s areas of expertise are tax efficient wealth creation strategies, portfolio construction, investments, superannuation, Self-Managed Super Funds (SMSF), trust and company structures, and retirement planning.

Above all, Lee enjoys building long-term relationships with his clients. He is passionate about providing holistic advice to ensure that his clients can make informed financial decisions aligned to their long-term goals and aspirations.

Professional memberships: Financial Advice Association of Australia (FAAA)

Get in Touch
Call 1300 240 847
Our Location

Brisbane Office: Level 1, 1024 Ann Street, Fortitude Valley QLD 4006

Sydney office: Level 5, 2 Bond Street, Sydney NSW 2000

 
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Quay Wealth Management Pty Ltd ABN 97 654 671 879  (trading as Quay Wealth Management) is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL Licence No 229892 

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Quay Wealth Management strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Quay Wealth Management  website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.