Managing Director
Current
Trusgacy Asset Management
Oct 2023 - Present
AeroLeads people directory · profile
Steven Lee Email & Phone Number
Founder | Wealth Management | Build your Legacy
at
Trusgacy Asset Management
1 work email found
@citi.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Trusgacy Asset Management
Role
Founder | Wealth Management | Build your Legacy
Location
Perth, Western Australia, Australia
Who is Steven Lee? Overview
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Quick answer
Steven Lee is listed as Founder | Wealth Management | Build your Legacy at Trusgacy Asset Management, based in Perth, Western Australia, Australia. AeroLeads shows a work email signal at citi.com and a matched LinkedIn profile for Steven Lee.
Steven Lee previously worked as Managing Director at Trusgacy Asset Management and Investment Specialist at Nab. Steven Lee holds Bachelor Of Commerce (Bcom) from The Australian National University.
Company email context
Email format at Trusgacy Asset Management
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{first_initial}{last}@citi.com
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AeroLeads found 1 current-domain work email signal for Steven Lee. Compare company email patterns before reaching out.
Profile bio
About Steven Lee
Welcome to my LinkedIn profile! I'm Steven, and I take great pride in being the owner of Trusgacy Asset Management, an investment advisory firm committed to crafting personalized investment strategies. With a wealth of experience in the financial industry, my journey has been guided by the belief that trust and legacy are not just words, but the cornerstones of our ethos. At Trusgacy, we're dedicated to helping our valued clients create enduring financial legacies and securing prosperous futures for generations to come. Let's connect and explore how we can work together to achieve your financial goals and safeguard your legacy.
Listed skills include Portfolio Management, Investments, Fixed Income, Financial Modeling, and 21 others.
Current workplace
Steven Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Trusgacy Asset Management
8 roles
Steven Lee work experience
A career timeline built from the work history available for this profile.
Investment Specialist
Jun 2022 - Oct 2023
Vp -Citigold Executive
Jan 2021 - Jun 2022
Avp - Senior Relationship Manager
Jul 2017 - Jan 2021
Relationship Manager
May 2016 - Jun 2017
Service Relationship Manager
Jun 2015 - May 2016
Investment Analyst
Ima Capital
Nov 2011 - May 2015
Senior Portfolio Representative
Aug 2006 - Oct 2011
2 education records
Steven Lee education
Bachelor Of Commerce (Bcom)
Diploma In Maritime Transportation & Technology
FAQ
Frequently asked questions about Steven Lee
Quick answers generated from the profile data available on this page.
What company does Steven Lee work for?
Steven Lee works for Trusgacy Asset Management.
What is Steven Lee's role at Trusgacy Asset Management?
Steven Lee is listed as Founder | Wealth Management | Build your Legacy at Trusgacy Asset Management.
What is Steven Lee's email address?
AeroLeads has found 1 work email signal at @citi.com for Steven Lee at Trusgacy Asset Management.
Where is Steven Lee based?
Steven Lee is based in Perth, Western Australia, Australia while working with Trusgacy Asset Management.
What companies has Steven Lee worked for?
Steven Lee has worked for Trusgacy Asset Management, Nab, Citi, Ima Capital, and Commsec.
How can I contact Steven Lee?
You can use AeroLeads to view verified contact signals for Steven Lee at Trusgacy Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Steven Lee attend?
Steven Lee holds Bachelor Of Commerce (Bcom) from The Australian National University.
What skills is Steven Lee known for?
Steven Lee is listed with skills including Portfolio Management, Investments, Fixed Income, Financial Modeling, Equities, Financial Analysis, Asset Managment, and Mutual Funds.
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