Michael Lee Email

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Private Portfolio Manager @ (November 2025 - Present)
Men's Empowerment Program - Mentor @ (September 2026 - Present)
Investor Relations and Capital Raising @ (July 2024 - September 2025)
Advisory and Fundraising @ (November 2023 - July 2024)
Management Team @ (April 2023 - November 2023)
Career Break and Advisory work, UK - Relocation to Perth, Australia @ (December 2019 - April 2023)
Executive Director - International Investor Relations @ (July 2017 - December 2019)
Head of Intermediated Business UK @ (December 2013 - July 2017)
Head of Institutional Business @ (June 2011 - December 2013)
Director, Institutional Business @ (January 2007 - June 2011)
Head of Defined Contribution Product @ (January 2005 - January 2007)
Investment Consultant @ (January 2002 - January 2005)
Investment Analyst, Mercer Trusts @ (January 2000 - January 2002)
Financial Analyst @ (January 1998 - January 2000)
National Graduate Program - Ford Australia @ (January 1996 - January 1998)

Kaplan Business School
DFSE209 Introduction to Financial Advice (Accredited Derivatives Advisor Level 2, Investments and Securities)
2026-2026
Kaplan Business School
DFSE201 Superannuation Fundamentals (Accredited Derivatives Adviser Level 1, Investments and Securities)
2026-2026
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 (Banking, Corporate, Finance, and Securities Law)
2013-2013
FINSIA
Graduate Diploma in Applied Finance & Investment (Graduate Diploma in Applied Finance & Investment)
1998-2001
Monash University
Bachelor of Commerce (Finance/Econometrics major)
1992-1995
Caulfield Grammar School 1979-1991

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 On My Feet, APIL, Various and Joondalup Resort. Michael Lee holds a 2026 - 2026 DFSE209 Introduction to Financial Advice in Accredited Derivatives Advisor Level 2, Investments and Securities @ Kaplan Business School. With a robust skill set that includes Investments, Asset Managment, Pensions, Asset Allocation, Investment Strategies and more. Michael Lee has 1 emails on RocketReach.