Tom Lee
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Thomas Lee is an ASIC-registered financial adviser based in Brisbane, QLD, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Thomas holds a Bachelor of Business (Finance) and a Master of Business (Applied Finance) from QUT, complemented by certifications in Ethics and Professional Relationships and advanced client engagement skills. His comprehensive training ensures he provides advice that is both ethically sound and highly effective. Thomas is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He prides himself on building long-term relationships with his clients, understanding their unique circumstances, and developing strategies that align with their specific needs and aspirations. Key services include: • Superannuation advice • Wealth management strategies • Investment advice (securities and government debt) • Financial planning • Retirement planning If you're looking for a dedicated and knowledgeable financial adviser in Brisbane, Thomas is here to help. Contact him today to schedule a consultation and take the first step towards securing your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Thomas Lee offer?
Thomas Lee provides advice on superannuation, wealth management, securities, and government debt securities. He can help you create a comprehensive financial plan tailored to your individual needs.
What qualifications does Thomas Lee have?
Thomas holds a Bachelor of Business (Finance) and a Master of Business (Applied Finance) from QUT, along with certifications in Ethics and Professional Relationships and client engagement skills from Kaplan Professional.
What is the process for becoming a client of Thomas Lee?
The process begins with an initial consultation to discuss your financial goals and current situation. From there, Thomas will develop a personalized financial plan and work with you to implement it, providing ongoing support and advice along the way.
How can wealth management help me achieve my financial goals?
Wealth management involves developing a comprehensive strategy to grow and protect your assets. Thomas can help you create a plan that aligns with your risk tolerance, time horizon, and financial objectives.
What should I expect during a financial planning consultation with Thomas Lee?
During a consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Thomas will listen carefully and provide you with clear, actionable advice to help you achieve your objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.