Daniel Lee Email & Phone Number

Prosperon Private Wealth - Director, Principal Advisor @ Centrepoint Alliance

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Daniel Lee Location

Sydney, NSW, AU

Daniel Lee Work

2023 - now Prosperon Private Wealth - Director, Principal Advisor @ Centrepoint Alliance
2021 - now Tax Practitioners Board registered Tax (financial) Adviser @ Tax Practitioners Board
2019 - 2023 Executive Advisor - Partner @ Viridian Financial Group

2011 - 2019 Partner @ Westpac Group

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Daniel Lee Skills

Relationship Management
Financial Advisory
Portfolio Management

Wealth Management
Financial Services
Management
Superannuation
Microsoft Office
Banking
Risk Management

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Daniel Lee Summary

Daniel Lee, based in Sydney, NSW, AU, is currently a Prosperon Private Wealth - Director, Principal Advisor at Centrepoint Alliance. Daniel Lee brings experience from previous roles at Tax Practitioners Board, Viridian Advisory and Westpac Group. With a robust skill set that includes Relationship Management, Financial Advisory, Portfolio Management, Wealth Management, Financial Services and more. Daniel Lee has 3 emails and 1 mobile phone numbers on RocketReach.

Daniel Lee Emails

Found 3 emails

Daniel Lee Phone Numbers

Found 1 phone numbers

+61 432 500XXXX

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Daniel Lee

Prosperon Private Wealth - Director, Principal Advisor at Centrepoint Alliance

Sydney, NSW, AU
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