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.