SENIOR FINANCIAL PLANNER
Lee has over 35 years in the financial services and banking industry in Australia and Singapore. Specifically, Lee has been a Senior Financial Planner for over 15 successive years in Australia and have had experience advising clients across all stages of global equity market and economic cycles.
Lee is a Certified Financial Planner and holds a Masters of Applied Finance from Macquarie University and a Masters in Commerce (Financial Planning) from University of Western Sydney. She is also a Tax (Financial) Adviser.
Lee’s qualifications include:
- Bachelor of Social Science with Honours majoring in Economics in University of Singapore
- Master of Applied Finance in Macquarie University
- Master of Commerce majoring in Financial Planning in University of Western Sydney
- Certified Financial Planner (CFP)