Gregory Lee

Gregory Lee Email and Phone Number

Senior Paraplanner at Viridian Advisory @ Viridian Advisory
Gregory Lee's Location
Greater Melbourne Area, Australia
Gregory Lee's Contact Details

Gregory Lee personal email

About Gregory Lee

A qualified Associate Adviser / Paraplanner seeking an opportunity to apply my knowledge and experience to support clients in their journey towards financial independence.I have 7+ years experience in the financial planning industry and holds the “Certified Financial Planner” (CFP®) in addition to Advanced Diploma in Financial Planning & RG146.

Gregory Lee's Current Company Details
Viridian Advisory

Viridian Advisory

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Senior Paraplanner at Viridian Advisory
Gregory Lee Work Experience Details
  • Viridian Advisory
    Senior Paraplanner
    Viridian Advisory Jul 2017 - Present
    Melbourne, Australia
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  • Godfrey Pembroke Ltd
    Paraplanner
    Godfrey Pembroke Ltd Jan 2015 - Jul 2017
    Melbourne, Australia
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  • Cca Financial Planners
    Paraplanner
    Cca Financial Planners Jul 2014 - Dec 2014
    Melbourne, Australia
  • Ipp Financial Advisers
    Certified Financial Planner
    Ipp Financial Advisers Jan 2012 - Jun 2014
    Singapore
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  • Ipp Financial Advisers
    Associate Adviser & Paraplanner
    Ipp Financial Advisers Nov 2008 - Jun 2014
    Singapore
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  • Hewlett Packard
    It Consultant
    Hewlett Packard Jun 2001 - Oct 2008
    Singapore
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  • Singatronics Pte Ltd
    Systems & Network Engineer
    Singatronics Pte Ltd May 2000 - May 2001
    Singapore
  • Willowglen Systems
    Software Engineer
    Willowglen Systems Jul 1998 - Apr 2000
    Singapore
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Gregory Lee Skills

Certified Financial Planner Paraplanning Financial Planners Personal Financial Planning Strategic Financial Planning Retirement Planning Insurance Life Insurance Investments Wealth Management Wealth Accumulation Microsoft Excel It Service Management Disaster Recovery Data Center Red Hat Linux Security Cloud Computing Itil It Operations It Management Change Management Servers Vmware System Administration Virtualization Linux Dfp Adfp Cfp Xplan

Gregory Lee Education Details

Frequently Asked Questions about Gregory Lee

What company does Gregory Lee work for?

Gregory Lee works for Viridian Advisory

What is Gregory Lee's role at the current company?

Gregory Lee's current role is Senior Paraplanner at Viridian Advisory.

What is Gregory Lee's email address?

Gregory Lee's email address is yw****@****hoo.com

What schools did Gregory Lee attend?

Gregory Lee attended Rmit University.

What skills is Gregory Lee known for?

Gregory Lee has skills like Certified Financial Planner, Paraplanning, Financial Planners, Personal Financial Planning, Strategic Financial Planning, Retirement Planning, Insurance, Life Insurance, Investments, Wealth Management, Wealth Accumulation, Microsoft Excel.

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