Lee is the Head of Business Development at Independent Reserve. He is responsible for leading new business initiatives and strategic commercial partnerships. Lee has over fifteen years of experience in financial services and wealth management, providing strategic tax and portfolio construction advice to HNW clients. Prior to joining Independent Reserve, Lee worked in various roles at KPMG Australia, E&P Financial Group and the Department of Foreign Affairs. Lee holds a Bachelor of Commerce and a Bachelor of Asian Studies from Australia National University and obtained his CFP certification in 2013. Lee is based in Sydney, Australia.
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