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 @ Abundant Advisory
2016 - 2019 Senior Financial Planner - Relationship Managed Channel @ Commonwealth Bank
2015 - 2016 Business Financial Adviser - Business and Private Bank @ Bankwest

2011 - 2015 Financial Adviser @ Q Invest
2009 - 2011 Paraplanner @ Colonial First State
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2007 - 2009 Advice Assistant and Associate Financial Adviser @ Q Invest
2006 - 2007 Advisor Services Consultant @ AXA
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2005 - 2006 Market Research Consultant @ P4 Group

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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

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Timothy Lee Skills

Morningstar
Retirement Planning
Superannuation

Investment Strategies
Wealth Management
Portfolio Management
Financial Advisory
Investment Advisory
Wealth
Strategic Financial Planning

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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.

Timothy Lee Emails

Found 2 emails

Timothy Lee Phone Numbers

Found 1 phone numbers

+61 432 692XXXX

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Others Named Timothy Lee

Timothy Lee

Vice President For Enrollment Management at Le Moyne College

Albany, NY, US
3
- hotmail.com
- lemoyne.edu
- stu.lemoyne.edu
2
- +1 716-906-XXXX
- +1 402-984-XXXX
Timothy Lee

Founder and Principal Advisor at YUZANA.ai

Los Angeles, CA, US
1
- gmail.com
5+
- +1 817-257-XXXX
- +1 310-831-XXXX
- +1 213-281-XXXX
- +1 213-978-XXXX
- +1 310-831-XXXX
- +1 818-778-XXXX
Timothy Lee

President Business Operations at American Career College

Los Angeles, CA, US
3
- americancareercollege.edu
- aol.com
- u.americancareercollege.edu
5+
- +1 909-647-XXXX
- +1 909-359-XXXX
- +1 323-315-XXXX
- +1 909-894-XXXX
- +1 909-910-XXXX
- +1 909-910-XXXX
Timothy Lee

Senior Vice President at Hansoll Textile Ltd.

Seoul, KR
2
- gmail.com
- hansoll.com
5+
- +1 201-840-XXXX
- +82 70-3901-XXXX
- +1 781-562-XXXX
- +82 44-3422-XXXX
- +1 914-776-XXXX
- +1 914-629-XXXX
Timothy Lee

Senior Vice President Commercial Banking at Western Alliance Bank

Los Angeles, CA, US
5
- wellsfargo.com
- yahoo.com
- hotmail.com
- westernalliancebancorporation.com
- westernalliancebank.com
5+
- +1 503-593-XXXX
- +1 650-307-XXXX
- +1 510-758-XXXX
- +1 650-758-XXXX
- +1 650-989-XXXX
- +1 650-307-XXXX
Timothy Lee

VP - Wireless Convergence at Pegatron

United States
1
- pegatroncorp.com
1
- +1 212-608-XXXX
Timothy Lee

Managing Director, Chief Operating Officer, APAC at iCapital

Singapore
3
- icapitalnetwork.com
- gmail.com
- icloud.com
5+
- +1 623-486-XXXX
- +1 602-910-XXXX
- +1 623-764-XXXX
- +1 602-723-XXXX
- +1 480-370-XXXX
- +1 423-593-XXXX
Timothy Lee

Chief Commercial Officer (CCO) at Invivyd

Madison, CT, US
2
- gmail.com
- invivyd.com
3
- +1 203-687-XXXX
- +1 203-779-XXXX
- +1 203-888-XXXX

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Timothy Lee

Co-Founder and Principal Financial Planner at Abundant Advisory

Sydney, NSW, AU
2
- gmail.com
- abundantadvisory.com.au
1
- +61 432 692XXXX

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