Alex Lee

Alex Lee Email and Phone Number

Financial Advisor at Thornton + Lee @ Thornton + Lee
Level 6, 7 Macquarie Place, Sydney,NSW 2000,Australia
Alex Lee's Location
Greater Sydney Area, Australia
Alex Lee's Contact Details

Alex Lee personal email

n/a

Alex Lee phone numbers

About Alex Lee

Works with Wealth Accumulators who are looking to build their wealth and understand their different financial options. Specialties: Cash Flow, Investments, Super, Self-Managed Super Funds

Alex Lee's Current Company Details
Thornton + Lee

Thornton + Lee

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Financial Advisor at Thornton + Lee
Level 6, 7 Macquarie Place, Sydney,NSW 2000,Australia
Website:
thorntonlee.com.au
Employees:
5
Alex Lee Work Experience Details
  • Thornton + Lee
    Financial Advisor
    Thornton + Lee Jan 2017 - Present
    Sydney, Australia
    Thornton + Lee is a bespoke financial advice firm.We look after the financial affairs of a select profile of client: one seeking a strategic partner that offers highly personal service, built on a meaningful long-term relationship.We are driven to make a significant and enduring difference to our clients’ lives.
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  • Ark Total Wealth
    Financial Advisor
    Ark Total Wealth Jan 2007 - Jan 2017
    Sydney
    - Work with individuals and small business owners to help them build and protect their wealth. This includes implementing the right systems and structures, tax minimisation, investments (equities and direct residential property), superannuation and risk management
  • Westpac
    Paraplanner - Financial Planning
    Westpac Jan 2004 - Jan 2007
    - Designed and created Technical workshops for Financial Planners- Provided technical help and financial planning strategies for the Westpac Financial Planners- Helped integrate the COIN software rollout
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  • Kpmg
    Audit And Assurance
    Kpmg Jun 2006 - Dec 2006
    Audit and Assurance
    View

Alex Lee Skills

Strategic Financial Planning Investments Finance Superannuation Wealth Financial Advisory Financial Planners Risk Management Smsf Income Protection Equities Wealth Management Estate Planning Tax Personal Finance Financial Reporting Strategic Planning Relationship Management Portfolio Management Financial Risk Financial Analysis Retirement Planning Investment Strategies Business Strategy Retirement Pensions Small Business Asset Managment Insurance Cash Flow Financial Services Wealth Accumulation Wealth Management Services Investment Advisory Managed Funds Asset Allocation Mutual Funds Accounting

Alex Lee Education Details

Frequently Asked Questions about Alex Lee

What company does Alex Lee work for?

Alex Lee works for Thornton + Lee

What is Alex Lee's role at the current company?

Alex Lee's current role is Financial Advisor at Thornton + Lee.

What is Alex Lee's email address?

Alex Lee's email address is al****@****.com.au

What is Alex Lee's direct phone number?

Alex Lee's direct phone number is +61 2 9262*****

What schools did Alex Lee attend?

Alex Lee attended Fpa, Curtin University.

What are some of Alex Lee's interests?

Alex Lee has interest in Golf, Afl.

What skills is Alex Lee known for?

Alex Lee has skills like Strategic Financial Planning, Investments, Finance, Superannuation, Wealth, Financial Advisory, Financial Planners, Risk Management, Smsf, Income Protection, Equities, Wealth Management.

Who are Alex Lee's colleagues?

Alex Lee's colleagues are Korina Tagala-Lantaco, Lachlan Costello.

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