Josh Lee Email

Director @ Link Wealth Group

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Josh Lee Location

Melbourne, VIC, AU

Josh Lee Work

2021 -now Director @
2018 -now Financial Adviser @
2022 -now Director @
2021 -now Director @
2021 -now Director @
2021 -now Advice Manager @
2017 -2018 Financial Planner @ Choose Wealth Financial Group
2017 -2017 Financial Adviser @

Josh Lee Education

Kaplan Professional
Master of Financial Planning
2020-2020
Kaplan Professional
Graduate Diploma of Financial Planning
2020-2020
Australasian Centre of Chinese Studies
(Chinese Language)
2019-2020
Swinburne University of Technology
Bachelor's degree (Business (Accounting))
2015-2019
AAMC Training Group
Certificate IV (Finance and Mortgage Broking)
2017-2017
Monarch Institute
Diploma (Financial Planning)
2017-2017
Monarch Institute
Advanced Diploma (Financial Planning)
2017-2017
Monarch Institute 2017-2017
Metro College of Technology
Certificate IV (Training and assessment)
2015-2015
Victorian Protective Services Group
Certificate IV (Security and Risk Management)
2015-2015
Australian Institute of Sports Development
Diploma (Sports coaching (Martial arts))
2014-2014

Josh Lee Skills

Financial Risk Management
Superannuation
Training and Assessing
Security and Risk Management
Self Managed Superannuation Funds (SMSF)
Capital Budgeting
Investments
IRESS
Financial Planning
Portfolio Management
Management

Josh Lee Summary

Josh Lee, based in Melbourne, VIC, AU, is currently a Director at Link Wealth Advice. Josh Lee brings experience from previous roles at Link Wealth Advice, Link Wealth Finance, Levera Solutions and Link Wealth Accounting. Josh Lee holds a 2020 - 2020 Master of Financial Planning @ Kaplan Professional. With a robust skill set that includes Financial Risk Management, Superannuation, Training and Assessing, Security and Risk Management, Self Managed Superannuation Funds (SMSF) and more. Josh Lee has 2 emails on RocketReach.

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