Lee Scott Email & Phone Number

Together with colleague Ross Trimboli, I manage approximately $300 million of client funds and provide timely, highly-tailored investment advice, spanning all major financial asset classes, to high net worth private investors, superannuation funds, charities, foundations and other not-for-profit organisations.With approximately 25 years’ experience at top-tier investment firms (JBWere, Macquarie and now Shaw and Partners), I strive to build deep, long-term, respectful relationships with my clients and to provide investment advice that is ideally suited to my clients’ evolving needs, through the various stages of their lives. I particularly seek to enhance my clients’ investment knowledge and confidence over time, in order to empower and actively engage them in the management of their own investment affairs.

Listed skills include Superannuation, Investments, Portfolio Management, Wealth Management, and 1 others.