Michael Lee Email & Phone Number

Perth, WA, AU

Perth, Western Australia, Australia

Leading the investor relations team and managing capital raising activity.APIL is a leading Australian property investment group managing a portfolio of investment grade commercial properties on behalf of our retail and wholesale investor base. Since 2001 we have created 29 commercial, retail and industrial property trusts with a combined value of over.

Perth, Western Australia, Australia

Specialist sales/client relations/corporate events + regular volunteering.

Perth, Western Australia, Australia

Golf fanatic passionate about excellence in golf club management. Managing a business, a team of colleagues and relationships across members/visitors/corporate clients and key stakeholders from the golf industry.

United Kingdom/Australia

Financial services, capital raising, client-centric sales - sports lover/genuine/loyal and a hard worker.Advised a handful of start-up companies on business planning/capital raising & marketing plans. August 2022 - permanently returned to my homeland of Australia after a successful career in London City.

London, United Kingdom

Office head responsible for a strategic sales approach to the UK and key International markets. Created a strategic business plan and introduced market segmentation, sales channel targets, and multiple key performance metrics that: increased assets under management by circa £1B in 2018, secured consultant endorsement, defended client assets and enabled the.

London, United Kingdom

UK Team head responsible for managing relationships across the Global and UK Investment Consultants. Co-ordination of new business activity across the EMEA, US and APAC Institutional businesses.Built the UK Consultant Relations team and subsequently secured new consultant ratings and growth in client assets through the implementation of a strategic.

London, United Kingdom

Member of the Sales & Marketing Leadership Team with specific responsibility for building and managing success across the UK Corporate Pensions market.Team head responsible for the Consultant Relationships across the UK + Global Institutions.Key product areas: Fundamental Global Equities, Infrastructure, Real Estate, Private Equity and Fixed Income.

London, United Kingdom

Head of UK DC Intermediated Business, covering the firm's breadth of active/passive and alternative investment capabilities. Built the team structure and secured business growth across bundled and investment only solutions.Recognised as an Industry selected finalist for 'Consultant Relations Professional of the Year' - Professional Pensions.

London, United Kingdom

Developed and successfully launched the SEI UK DC Investment Platform and multi-employer UK Master Trust.

London, United Kingdom

Transferred to the UK initially on a 2 year foreign assignment, worked as an Investment Consultant in London office working on a mix of medium to large sized Pension clients.

Melbourne, Australia

Investment Management role within the Mercer Master Trust (Australia) responsible for investment manager selection and portfolio management.

Melbourne, Australia

Head Office role responsible for financial reporting and analysis across all business streams.

Melbourne, Australia

Selected for the National Graduate Program of 1996, consisting of a 2 year role rotation and graduate training across Ford Credit & Motor Company.

Bachelor Of Commerce, Finance/Econometrics

Activities and Societies: University Golf Club - Treasurer

Graduate Diploma In Applied Finance & Investment

Education record

RG146 ASIC T1 Compliance: Generic Knowledge/Managed Investments - General Advice

Level 4 Investment Management Certificate, Banking, Corporate, Finance, And Securities Law

Education record