Timothy Lee Email & Phone Number
Co-Founder and Principal Financial Planner @ Abundant Advisory
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Timothy Lee Location
- Sydney, NSW, AU
Timothy Lee Work
- 2019 -now Co-Founder and Principal Financial Planner @
- 2016 -2019 Senior Financial Planner - Relationship Managed Channel @
- 2015 -2016 Business Financial Adviser - Business and Private Bank @
- 2011 -2015 Financial Adviser @ Q Invest
- 2009 -2011 Paraplanner @
- 2007 -2009 Advice Assistant and Associate Financial Adviser @ Q Invest
- 2006 -2007 Advisor Services Consultant @
- 2005 -2006 Market Research Consultant @ P4 Group
Timothy Lee Education
- Kaplan Professional
(Self Managed Super Funds)
2014-2014 - Deakin University
Certified Financial Planner
2011-2013 - Kaplan Professional
Advanced Diploma (Financial Services (Financial Planning))
2009-2010 - Kaplan Professional
Diploma (Financial Service (Financial Planning))
2007-2008 - Queensland University of Technology
Bachelor of Business (Marketing & International Business)
2001-2004
Timothy Lee Skills
- Morningstar
- Retirement Planning
- Superannuation
- Investment Strategies
- Wealth Management
- Portfolio Management
- Financial Advisory
- Investment Advisory
- Wealth
- Strategic Financial Planning
- Wealth Accumulation
- Asset Allocation
- Life Insurance
- Debt Management
- Personal Financial Planning
- Insurance
- Estate Planning
- Financial Services
- Income Protection
- Financial Planning
- Public Speaking
- Finance
- Microsoft Office
Timothy Lee Summary
- Timothy Lee, based in Sydney, NSW, AU, is currently a Co-Founder and Principal Financial Planner at Abundant Advisory. Timothy Lee brings experience from previous roles at Commonwealth Bank, Bankwest, Q Invest and Colonial First State / Whittaker Macnaught. Timothy Lee holds a 2014 - 2014 Kaplan Professional. With a robust skill set that includes Morningstar, Retirement Planning, Superannuation, Investment Strategies, Wealth Management and more. Timothy Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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