Daniel Lee Email & Phone Number

Sydney, New South Wales, Australia

As the Director and Principal Advisor of Prosperon Private Wealth, we're are part of a community of 500+ licensed advisers and practices. Our professional team is dedicated to providing high quality advice, and we're recognised as one of the most respected financial services providers. I am your trusted partner in managing and preserving your wealth, and our committed professionals are here to help you achieve your financial goals. Additionally, I oversee the offering of a comprehensive suite of financial advisory services designed to empower you on your journey to financial growth and success. We craft personalised strategies to help you achieve your financial goals. Our services include:Wealth Management: Tailoring investment solutions to match your risk tolerance, utilising our investment strategies to grow and preserve your wealth. Investment Management: We leverage our research team and active approach to enhance your investment growth.Financial Planning: We assess your current financial situation to design a plan for optimising your finances, including developing a roadmap for your financial future with our financial planning services.Regular Portfolio Reviews: Ensuring your financial plan adapts to changing circumstances or market conditions by staying connected with our team through portfolio reviews.Retirement Planning: Helping you determine your retirement goals; income needs to plan and ensure a worry-free retirement.Tax Optimisation: We utilise tax-efficient solutions to make better use of your earnings through our tax optimisation strategies. Our Tax (Financial) Advisor is registered under TASA Act 2009 with Registration 26138264. Retirement Tax Planning: We implement strategies to enhance your retirement savings and optimise tax consequences during your golden years, ensuring a tax-efficient retirement.SMSF: We offer a range of services, including administration and investment advice for your own fund to comply with legislation.

Sydney, New South Wales, Australia

As an Executive Advisor and Partner, I managed and led various business functions, delivering bespoke financial solutions to high-net-worth clients, guiding them achieve financial goals. I also drove business development, client retention, and engagement, cultivating deeper relationships with high-net-worth individuals.

Sydney, New South Wales, Australia

As a Partner, I successfully led a practice in supervising and managing employees, including authorised representatives to deliver strategic, goal-driven advice, and implementing wealth-creation strategies for high-net-worth individuals and entities. I forged trusted client relationships through ongoing advisory services, oversaw employee and authorised representative recruitment and supervision, and managed operational functions within the partnership practice.