Lee Cheesman Email & Phone Number
Mortgage Broker @ Finvu
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Lee Cheesman Location
- Dee Why, NSW, AU
Lee Cheesman Work
- Mortgage Broker @ (January 2024 - Present)
- Key Accounts and Senior Operations Executive - Distribution @ (July 2023 - December 2024)
- Head of Key Accounts and Regulatory Governance @ (October 2021 - April 2023)
- Head of Strategic Growth @ (April 2018 - October 2021)
- Manager, Strategic Growth @ (November 2015 - March 2018)
- Head of Advice Development @ (February 2015 - November 2015)
- Manager - Retention Advice @ (September 2013 - February 2015)
- Practice Development Manager @ (September 2006 - September 2013)
- Operational Manager - Apogee @ (February 2005 - September 2006)
- Team Manager - Service @ (November 1999 - February 2005)
Lee Cheesman Education
- Stanford University
(Executive program)
2017-2017
Lee Cheesman Skills
- Corporate Communications
- Wealth
- Wealth Accumulation
- Income Protection
- Retirement Planning
- Strategic Financial Planning
- Public Speaking
- Superannuation
- Financial Advisory
- Wealth Management
- Accounting
- Small Business
- Financial Services
- Pensions
- Investment Strategies
- Succession Planning
- Insurance
- Relationship Management
- Business Strategy
- Risk Management
- Portfolio Management
- Business Intelligence
- Business Planning
- Marketing Strategy
- Management
- Marketing Management
- Business Development
- Project Planning
- Investment Advisory
- CRM
- Financial Risk
- Business
- Investments
- Business Process
- Retirement
- SMSF
- Prophet
- Stakeholder Management
- Estate Planning
- Financial Planning
- Copywriting
- Workshop Facilitation
- Financial Planners
- Media Relations
- Strategic Planning
Lee Cheesman Summary
- Lee Cheesman, based in Dee Why, NSW, AU, is currently a Mortgage Broker at Finvu. Lee Cheesman brings experience from previous roles at Human Financial Pty Ltd, MLC Life Insurance and MLC Australia. Lee Cheesman holds a 2017 - 2017 Stanford University. With a robust skill set that includes Corporate Communications, Wealth, Wealth Accumulation, Income Protection, Retirement Planning and more. Lee Cheesman has 1 emails and 1 mobile phone numbers on RocketReach.
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