Our Team

Peter Lee

Peter is a quietly confident superstar who cares deeply about client outcomes.

Technically strong, Peter was the Brisbane office’s first recruit, working patiently as a paraplanner, soaking up years of knowledge and experience which he now shares with his growing client base. Peter sweats the small stuff, with his attention to detail being incredible. If there were a Where’s Wally hiding in one of his client’s plans, he’d find him before anyone.

Give Pete a fish and he’s happy for a day. Give Pete a rod, tackle and a free weekend and he’s happy for life.

Qualifications

  • Bachelor of Commerce (Accounting and Financial Planning) from Griffith University
  • Currently enrolled in CFP
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