Specialist in:

Practices out of:

Perth
Level 28, Central Park, 152-158 St Georges Terrace
Perth, WA, 6000
Telephone: 08 9324 6000
Fax: 08 9321 3092

Michael Lee

Private Client Adviser

About Michael

Michael is a Private Client Adviser in the Perth office for the Shadforth Financial Group.

Michael is passionate about developing and maintaining long term relationships with his clients and enjoys helping people to achieve their personal financial goals.

Education and experience

Michael holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification within the financial planning industry. He is also recognised by the Self Managed Superannuation Fund Association as a Self Managed Superannuation Specialist.

Michael has been involved in the provision of financial advice since 1988 and advises both corporate and private clients. He has extensive knowledge across a broad range of financial planning areas and specialises in the complex fields of wealth accumulation and retirement planning. He is also qualified    to advise clients in relation to direct equities and share market portfolio development.

Michael was recognised in the Australian's Top 50 Financial Advisers in Australia, in association with Barron's in 2018.