Rue Lee Email
Senior Paraplanner @ JEM Wealth
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Rue Lee Location
- Brisbane City, QLD, AU
Rue Lee Work
- 2023 -now Senior Paraplanner @
- 2021 -now Founder and Paraplanner @ RS LEE Paraplanning
- 2021 -2023 Paraplanner @
- 2019 -2021 Paraplanner @
- 2019 -2019 Client Services Officer @
- 2018 -2018 Intern @
- 2017 -2018 Head Swim Coach @
- 2014 -2016 Recruitment Coordinator @
- 2014 -2016 Swimming Instructor @
Rue Lee Education
- CFA Institute
CFA Level 1 (Banking, Corporate, Finance, and Securities Law)
2020-2024 - The University of Queensland
Bachelor of Commerce - BCom (Finance, General)
2017-2018 - HELP University
Bachelor of Commerce - BCom (Business finance)
2016-2017 - Sunway University
A levels (Biology/Biological Sciences, General)
2014-2016
Rue Lee Summary
- Rue Lee, based in Brisbane City, QLD, AU, is currently a Senior Paraplanner at JEM Wealth. Rue Lee brings experience from previous roles at RS LEE Paraplanning, Lighthouse Investment Partners, LLC and Aura Group. Rue Lee holds a 2020 - 2024 CFA Level 1 in Banking, Corporate, Finance, and Securities Law @ CFA Institute.
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