About Me

Lee has spent his working life in financial services, building experience in small and medium size to large multi-national companies, in both Australia and the United Kingdom. This broad knowledge base is important to clients who can benefit from his understanding, in the ever changing financial services world.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Futuro Financial Services Pty Ltd