1300 240 847
info@quaywealth.com.au
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About the Partners

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About the Partners

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)

Charith Rodrigo

Partner, Private Wealth

BComm, ADFP

Charith is a qualified Financial Adviser with experience in financial services spanning over 15 years. He commenced his education with a bachelor’s in commerce (Finance) at Griffith University and moved on to completing his Advanced Dip in Financial Planning.

His area of expertise are superannuation, personal Insurance and risk, tax efficient wealth creation, investment portfolio construction and management, Self-Managed Superannuation strategic advice and management, corporate and trust structure advice and retirement planning.

Charith firmly believes in providing open, honest, and accurate advice to clients based on their individual needs and goals. His philosophy to financial planning is in partnering with individuals at an early stage of their careers enabling them to have financial security throughout the entirety of life, not just in their twilight years.

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 

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