Lee Chan Email and Phone Number
Lee Chan work email
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Lee Chan personal email
Lee Chan is a Director and Senior Adviser at LJ Partners Pty Ltd. They possess expertise in financial advisory, portfolio management, investment advisory, retirement, wealth and 14 more skills.
Lj Partners Pty Ltd
View- Website:
- ljpartners.com.au
- Employees:
- 3
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Director And Senior AdviserLj Partners Pty LtdBrisbane City, Qld, Au -
Director & Senior AdviserLj Partners Pty Ltd Nov 2011 - PresentBrisbane, AustraliaEach of my clients and their families are unique. The financial planning and investment advice I provide is individually tailored to help each of them achieve their personal, financial and lifestyle goals. Plans are also put in place to protect family members and those who are near and dear to them. This includes but is not limited to: • Formulating and implementing effective superannuation and retirement strategies for senior executives, professionals, business owners and other high net wealth individuals, including the establishment and administration of self managed superannuation funds• Advising on and implementing strategies on wealth accumulation including the appropriate and prudent use of borrowings • Providing advice on effective strategies to deal with lump sums received upon redundancy, termination of employment, retirement and inheritances • Providing advice and guidance on estate planning and intergenerational wealth transfers• Insurance and wealth protection plans to provide for the financial security of individuals and their families• Constructing an appropriate portfolio of investments for clients which may include Australian and international shares, property and interest bearing securities -
PartnerLyons Judge Chartered Accountants Jan 2010 - Nov 2011In November 2011, I started LJ Partners Pty Ltd as the financial planning and investment advisory division of Lyons Judge.
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Director & OwnerArrive Wealth Management (Seq) Pty Ltd Jan 2004 - Jan 2009
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DirectorPwc Jan 2003 - Jan 2004Financial Planning and Investment Advisory.
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DirectorPwc Jan 1994 - Jan 2003Taxation Services Private Clients.
Lee Chan Skills
Lee Chan Education Details
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Financial Services Institute Of AustraliaGraduate Diploma In Financial Planning -
Commerce
Frequently Asked Questions about Lee Chan
What company does Lee Chan work for?
Lee Chan works for Lj Partners Pty Ltd
What is Lee Chan's role at the current company?
Lee Chan's current role is Director and Senior Adviser.
What is Lee Chan's email address?
Lee Chan's email address is ch****@****mil.com
What schools did Lee Chan attend?
Lee Chan attended Financial Services Institute Of Australia, Victoria University Of Wellington.
What skills is Lee Chan known for?
Lee Chan has skills like Financial Advisory, Portfolio Management, Investment Advisory, Retirement, Wealth, Estate Planning, Investments, Superannuation, Wealth Management, Financial Services, Wealth Accumulation, Financial Planning.
Who are Lee Chan's colleagues?
Lee Chan's colleagues are Lee Chan, Tony Wu.
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