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Anthony Lee Email & Phone Number

Financial Adviser at Apt Wealth Partners at Apt Wealth Partners
Location: Melbourne, Victoria, Australia 6 work roles 4 schools
1 work email found @aptwealth.com.au 1 phone found area 143 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@aptwealth.com.au
Direct phone (143) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Apt Wealth Partners
Role
Financial Adviser at Apt Wealth Partners
Location
Melbourne, Victoria, Australia
Company size
39 employees

Who is Anthony Lee? Overview

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Quick answer

Anthony Lee is listed as Financial Adviser at Apt Wealth Partners at Apt Wealth Partners, a company with 39 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at aptwealth.com.au, phone signal with area code 143, and a matched LinkedIn profile for Anthony Lee.

Anthony Lee previously worked as Financial Advisor at Apt Wealth Partners and Provisional Financial Adviser at Apt Wealth Partners. Anthony Lee holds Master Of Financial Planning from Kaplan Professional.

Company email context

Email format at Apt Wealth Partners

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{first}@aptwealth.com.au
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AeroLeads found 1 current-domain work email signal for Anthony Lee. Compare company email patterns before reaching out.

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Profile bio

About Anthony Lee

I am a Business Degree graduate from RMIT University who is highly motivated to achieve the best possible outcomes. I look forward to enhancing my skills at every opportunity and continue to progress my career in the financial services industry.

Listed skills include Accounting, Customer Service, Financial Planning, Customer Acquisition, and 1 others.

Current workplace

Anthony Lee's current company

Company context helps verify the profile and gives searchers a useful next step.

Apt Wealth Partners
Apt Wealth Partners
Financial Adviser at Apt Wealth Partners
australia
Website
aptwealth.com.au
Employees
39
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Company profile
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6 roles

Anthony Lee work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Apt Wealth Partners

Melbourne, Victoria, Australia

Nov 2023 - Present

Provisional Financial Adviser

Apt Wealth Partners

Melbourne, Victoria, Australia

  • Commenced Professional Year to become an Authorised Financial Adviser (expected completion by May 2023)
  • Report directly to 3 Senior Financial Advisers and manage client queries.
  • Attend client meetings with the Senior Financial Adviser and complete file notes.
  • Co-ordinate the implementation of advice and liaise with external fund managers and product providers.
Jun 2022 - Nov 2023

Client Service Manager

Apt Wealth Partners

Level 8/360 Collins St, Melbourne VIC 3000

  • Provide a high-level of proactive service to Financial Planning clients
  • Provide assistance to Financial planners with investment administration and management of their client portfolios
  • Management of planner calendars and monitoring upcoming workflow
  • Communicate with external product providers and adhere to all relevant risk and compliance obligations
Apr 2021 - Jun 2022

Finance Administration Coordinator

Apt Wealth Partners

Melbourne, Australia

  • Provide assistance to Financial planners with regards to the implementation of the Statement of advice and manage client queries.
  • Executing term deposit and investment orders within platforms
  • Processing withdrawals and creating appropriate Workflow entries on Xplan software.
  • Communicate with external product providers and uphold data integrity on products and client information
  • Adhere to all relevant risk and compliance obligations
Nov 2019 - Apr 2021

Client Services Officer

Amp

750 Collins St, Docklands VIC 3008

  • Provide a high level of end-to-end servicing for advisers and clients on the North investment platform through handling inbound telephone queries and administration work.
  • Acquire an in-depth understanding of the North online investment platform and products to solve client and adviser related issues (e.g. switching investments, client redemption, portfolio re-balance, account transfers.
  • Liaise with different departments (e.g. finance, investment support, trustee) and gather relevant information to resolve complex queries.
  • Keep up-to-date with legislation regarding changes to Superannuation and Pension accounts.
Sep 2017 - Nov 2019

Financial Adviser Assistant

Future Assist

600 St Kilda Road, Melbourne VIC 3004

  • Use Salesforce CRM to make contact and record fact finding from prospects over the
  • phone.
  • Identify whether the client is qualified for an appointment (income, mortgage, super).
  • Setting appointments for the client manager’s to conduct the initial client data questionnaire at home/office.
  • Developed the skills necessary to conduct my own appointments.
  • Sponsored study for the Diploma of Financial Planning with Monarch Institute.
Jan 2017 - Aug 2017
Team & coworkers

Colleagues at Apt Wealth Partners

Other employees you can reach at aptwealth.com.au. View company contacts for 39 employees →

DO David O’Brien Cfp® David O’Brien Cfp® Colleague at Apt Wealth Partners Greater Sydney Area, Australia View → FD Frank D'Alesio Cfp® Frank D'Alesio Cfp® Colleague at Apt Wealth Partners Greater Melbourne Area, Australia View → DK Daniel Kalisperis Daniel Kalisperis Colleague at Apt Wealth Partners Greater Melbourne Area, Australia View → RR Rosalyn Ramirez Rosalyn Ramirez Colleague at Apt Wealth Partners Cebu, Central Visayas, Philippines, Philippines View → KS Karolina Scales Karolina Scales Colleague at Apt Wealth Partners Greater Melbourne Area, Australia View → AB April Broñola April Broñola Colleague at Apt Wealth Partners Cebu, Central Visayas, Philippines, Philippines View → SM Sean Moran Sean Moran Colleague at Apt Wealth Partners South Geelong, Victoria, Australia, Australia View → TC Tarryn Chen Tarryn Chen Colleague at Apt Wealth Partners Erskineville, New South Wales, Australia, Australia View → TC Tim Conde Tim Conde Colleague at Apt Wealth Partners Greater Sydney Area, Australia View → ZM Zechen Mary Panerio Zechen Mary Panerio Colleague at Apt Wealth Partners Metro Cebu, Philippines View →
4 education records

Anthony Lee education

Master Of Financial Planning

Kaplan Professional

• FASEA-approved post-graduate qualification. • Expected completion by July 2022.

Bachelor Of Business (Accountancy), Accounting And Finance

Rmit University

Activities and Societies: RMIT Taekwondo Club Major in Accounting, Minor in Finance and Minor in Consulting.

Victorian Certificate Of Education 2013, Accounting And Business/Management

Elwood College

Activities and Societies: Community projects with South-East Water and cleaning the local canal. Completed Victorian Certificate of.

FAQ

Frequently asked questions about Anthony Lee

Quick answers generated from the profile data available on this page.

What company does Anthony Lee work for?

Anthony Lee works for Apt Wealth Partners.

What is Anthony Lee's role at Apt Wealth Partners?

Anthony Lee is listed as Financial Adviser at Apt Wealth Partners at Apt Wealth Partners.

What is Anthony Lee's email address?

AeroLeads has found 1 work email signal at @aptwealth.com.au for Anthony Lee at Apt Wealth Partners.

What is Anthony Lee's phone number?

AeroLeads has found 1 phone signal(s) with area code 143 for Anthony Lee at Apt Wealth Partners.

Where is Anthony Lee based?

Anthony Lee is based in Melbourne, Victoria, Australia while working with Apt Wealth Partners.

What companies has Anthony Lee worked for?

Anthony Lee has worked for Apt Wealth Partners, Amp, and Future Assist.

Who are Anthony Lee's colleagues at Apt Wealth Partners?

Anthony Lee's colleagues at Apt Wealth Partners include David O’Brien Cfp®, Frank D'Alesio Cfp®, Daniel Kalisperis, Rosalyn Ramirez, and Karolina Scales.

How can I contact Anthony Lee?

You can use AeroLeads to view verified contact signals for Anthony Lee at Apt Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Anthony Lee attend?

Anthony Lee holds Master Of Financial Planning from Kaplan Professional.

What skills is Anthony Lee known for?

Anthony Lee is listed with skills including Accounting, Customer Service, Financial Planning, Customer Acquisition, and Key Performance Indicators.

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