Anthony Lee
About Me
Anthony Lee is a Financial Adviser with Apt Wealth. Anthony has been in the financial advice industry for a number of years, in advice support and client services roles, before joining Apt in 2019.
He enjoys helping others take the complexity out of finances to enable them to focus on what’s most important in their lives, and this has defined his decision to pursue a career as an adviser.
He holds a Bachelor of Business (Accountancy) and a Graduate Diploma of Financial Planning.
Outside the office, Anthony enjoys all things health and fitness, playing sports and spending time with family and friends.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- SME advice
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 1 Years
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Licensed By Apt Wealth Partners Pty Ltd