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
- Prosperon Private Wealth - Director, Principal Advisor @ (October 2023 - Present)
- Tax Practitioners Board registered Tax (financial) Adviser @ (December 2021 - Present)
- Executive Advisor - Partner @ (July 2019 - September 2023)
- Partner @ (August 2011 - July 2019)
Daniel Lee Skills
- Banking
- Finance
- Financial Advisory
- Financial Services
- Holistic Financial Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Portfolio Management
- Regular Portfolio Reviews
- Relationship Management
- Retirement Planning
- Retirement Planning
- Retirement Tax Planning
- Risk Management
- Self Managed Superannuation Funds (SMSF)
- Superannuation
- Tax Planning and Optimisation
- Wealth Management
- Microsoft Office
- Marketing
- Public Speaking
- Accounting
- Strategy
- Networking
- Security
- Troubleshooting
- Data Center
- Service Provider
- Cisco Technologies
- Python
- JavaScript
- Java
- MySQL
- Linux
- PostgreSQL
- Oracle
- GPFS
- SQL
- Agile Methodologies
- Shell Scripting
- Cloud Computing
- Leadership
- Tomcat
- Software Engineering
- Entrepreneurship
- C++
- Hadoop
- ASP.NET
- C#
- JSP
- Ruby on Rails
- Amazon EC2
- Digital Security
- Django
- React.js
- React Native
- Node.js
- Rails
- Hands on Technical Leadership
- TypeScript
- Data Engineering
- Apache Spark
- Amazon Web Services
- Kubernetes
- Terraform
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 Banking, Finance, Financial Advisory, Financial Services, Holistic Financial Planning and more. Daniel Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Centrepoint Alliance Employees
Judite Lay
Head of Governance and Operations
Sydney, NSW, AU
Patrick Jackson
Group Executive, Investment Solutions
Sydney, NSW, AU
Tara Foulkes
Group Executive Risk and Compliance
Brisbane City, QLD, AU
Daniel Stojanovski
Chief Investment Officer
Sydney, NSW, AU
Cameron Cogle
Management Consultant
Sydney, NSW, AU
Henry Cai
Head of Advice Technology
Sydney, NSW, AU
Paul Cullen
Group Executive Advice
Sydney, NSW, AU
Linda Fox
Non Executive Director
Sydney, NSW, AU
Tanya Seale
Group Executive Technology Solutions
Sydney, NSW, AU
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