Michael Lee Email
Private Portfolio Manager @ Viridian Financial Group
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Michael Lee Location
- Perth, WA, AU
Michael Lee Work
- 2025 -now Private Portfolio Manager @
- 2024 -2025 Investor Relations and Capital Raising @
- 2023 -2024 Advisory and Fundraising @
- 2023 -2023 Management Team @
- 2019 -2023 Career Break and Advisory work, UK - Relocation to Perth, Australia @
- 2017 -2019 Executive Director - International Investor Relations @
- 2013 -2017 Head of Intermediated Business UK @
- 2011 -2013 Head of Institutional Business @
- 2007 -2011 Director, Institutional Business @
- 2005 -2007 Head of Defined Contribution Product @
- 2002 -2005 Investment Consultant @
- 2000 -2002 Investment Analyst, Mercer Trusts @
- 1998 -2000 Financial Analyst @
- 1996 -1998 National Graduate Program - Ford Australia @
Michael Lee Education
- Kaplan Business School
(Accredited Derivatives Advisor Level 2, Investments and Securities)
2026-2026 - Kaplan Business School
(Accredited Derivatives Adviser Level 1, Investments and Securities)
2026-2026 - Kaplan Business School
(RG146, Investments and Securities)
2024-2024 - CFA UK
Level 4 Investment Management Certificate (Level 4 Investment Management Certificate , Banking, Corporate, Finance, and Securities Law)
2013-2013 - Securities Institute of Australia
Graduate Diploma in Applied Finance & Investment (Graduate Diploma in Applied Finance & Investment)
1998-2001 - Monash University
Bachelor of Commerce (Bachelor of Commerce, Finance/Econometrics major)
1992-1995 - Caulfield Grammar School 1979-1991
Michael Lee Skills
- Investments
- Asset Managment
- Pensions
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Fixed Income
- Pension Funds
- Equities
- Portfolio Management
- Investment Management
- Wealth Management
- ALM
- Bloomberg
- Capital Markets
- Defined Benefit
- Defined Contribution
- Emerging Markets
- Equity Research
- Financial Advisory
- Financial Modeling
- Financial Services
- Financial Markets
- Funding
- Institutional Investments
- Investment Advisory
- Mutual Funds
- Private Equity
- Retirement
- Relationship Management
- Retirement Planning
- Securities
- Valuation
- Asset Management
- Institutional
Michael Lee Summary
- Michael Lee, based in Perth, WA, AU, is currently a Private Portfolio Manager at Viridian Financial Group. Michael Lee brings experience from previous roles at APIL, Various, Joondalup Resort and Various Companies. Michael Lee holds a 2026 - 2026 Kaplan Business School. With a robust skill set that includes Investments, Asset Managment, Pensions, Asset Allocation, Investment Strategies and more. Michael Lee has 3 emails on RocketReach.
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Top Viridian Financial Group Employees
Gary Riordan
General Counsel and Company Secretary
Malvern, VIC, AU
Adam Youkhana
General Manager
Sydney, NSW, AU
Ryan Scherini
Executive Advisor
Perth, WA, AU
James Atkinson
Head of Strategy Implementation
Melbourne, VIC, AU
Michael Lee
Private Portfolio Manager
Perth, WA, AU
Jim Tellis
General Manager
Melbourne, VIC, AU
David Gormanns
Strategy Director - Viridian Private
Melbourne, VIC, AU
Brett Arnol
Co-Founder and General Manager - Advice
Melbourne, VIC, AU
Kathy Havers
Director Viridian Foundation
Melbourne, VIC, AU
Rita Agati
Director Human Resources
Melbourne, VIC, AU
Damien Cameron
Relationship Manager- Finance
Warragul, VIC, AU
Abigail Barnard
Chief Financial Officer
Melbourne, VIC, AU
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