Jonathan Lee Email and Phone Number
Jonathan Lee work email
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Jonathan Lee personal email
Solomons Group Australia is provider of financial advisory, investment and corporate advisory services.We specialize in Medical, UHNW & Private business structuring and deliever opportunities where others don’t. By combining specialist adviser services ranging from legal, accounting to asset management with our unique business perspective, my team and I deliver original ideas and tailored specialist solutions to help people make confident financial decisions about their wealth.I am always happy to have a conversation with you so please feel free to give me a call on 0433 052 250
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Executive DirectorSolomons Capital Jul 2019 - PresentBrisbane, Queensland, AustraliaDevelop and implement strategic plans, managing the firm's financial performance, and building and maintaining relationships with key stakeholders. We provide capital, management & strategic guidance to the companies we invest in.In the past 3 years, we have deployed over 30m in private equity ventures and delivering multiple successful exits.
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PartnerSolomons Wealth Management Australia Jun 2019 - PresentSydney, Australia
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Private Wealth AdvisorMacquarie Group Sep 2017 - Jun 2019Brisbane, Australia -
Senior Financial AdvisorBt Financial Group Jan 2017 - Sep 2017Eastern Suburbs Mc, New South Wales, Australia -
Advanced Financial AdviserBt Financial Group May 2015 - Jan 2017Eastern Suburbs• Client management• Risk profiling• Investment Advisory• Retirement Planning• Maintaining strong relationships with clients
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Business Development ManagerEsteem Group Service Mar 2015 - Mar 2017Gladesville• Brand development, web site traffic growth, web site interface improvement. • Develop statistic monitoring systems.• Strategic Consulting, including business plan & sales strategy development.• Generating & advising new businesses sign ups• Policies and structuring commercial transactions.
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Associate Financial PlannerWestpac Group Oct 2014 - May 2015Parramatta• Client centric role• Ensure documentation for every financial plan written is compliant• Financial Research on clients• Assisting in client interviews and generating reports.• Demonstrate initiative, maintain concise communication skills with clients • Strict attention to detail and accuracy, and work cooperatively within a multi-disciplinary team -
Customer Service Specialist ( Acting Branch Manager)St George Bank Jan 2012 - Feb 2013Top Ryde• Top 10 sales in LAM leader board and 150% over target at Top Ryde• Daily management of branch customer relationships• Accountable for sales with a wide range of banking products• Growing branch books by being active in local community• Developing relationships with local business and referrers• Maintaining good relationships with high net worth clients with emphasis on top 100 clients• Assists with day to day banking needs and enquiries• Banking reviews and credit application processing -
Banking Advisor / Kiosk ManagerNational Australia Bank Apr 2010 - Jun 2012Carlingford• Achieved 200% of sales targets • Achieved 130% of lending targets• Accountable for sales with a wide range of banking products• Assisting mobile lender in reaching target• Maintained no.1 Kiosk in NSW• Managed 2 staff in day to day kiosk operation• Liaising with local community to expand branch portfolio
Jonathan Lee Skills
Jonathan Lee Education Details
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Accounting And Finance -
Biology/Biological Sciences, General
Frequently Asked Questions about Jonathan Lee
What company does Jonathan Lee work for?
Jonathan Lee works for Solomons Capital
What is Jonathan Lee's role at the current company?
Jonathan Lee's current role is Executive Director - Solomons Capital Australia.
What is Jonathan Lee's email address?
Jonathan Lee's email address is le****@****.com.au
What schools did Jonathan Lee attend?
Jonathan Lee attended Western Sydney University, The Leys School.
What are some of Jonathan Lee's interests?
Jonathan Lee has interest in Poverty Alleviation.
What skills is Jonathan Lee known for?
Jonathan Lee has skills like Banking, Portfolio Management, Financial Services, Investments, Financial Planning, Wealth Management, Relationship Management, Business Development, Risk Management, New Business Development, Investment Advisory, Credit.
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Jonathan Lee -
Jon Lee: Serial Entrepreneur, Co Founder & Ceo At Ding Innovation & Founder At Pbs Ltd. Runner And Gsd Owner! We Specialise In Delivering A Fabulous Service To Our CustomersHope Island, Qld2pbs.ltd, clicknorder.co.uk1 +447969XXXXXX
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Jonathan Lee
Melbourne, Vic -
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