H. Lee

Helen has over 10 years’ experience working in number of leading financial institutions which equips her with invaluable cross industry experience.

As a qualified Financial Adviser, Helen offers a full spectrum of strategic financial planning and investment advice with ongoing personalised service. She works with clients to find the best solutions to help them to achieve their financial goals.

Providing Advice to individuals, trusts, estates, self-managed super funds, and professionals such as doctors and accountants, Helen specialises in providing customised solutions, uniquely crafted to meet her client’s needs, goals and dreams.

Helen also holds the relevant qualifications to provide Aged Care advice and speaks three languages English, Chinese and Taiwanese.

 EMAIL:                                             helen@peakwealthcreation.com.au
 MOBILE:  0422 345 604
 WEBSITE:  www.peakwealthcreation.com.au
 ADDRESS:  PO Box 1193, Sunnybank Hills, QLD 4109
 QUALIFICATIONS:  Diploma in Financial Planning
 Master of Information Systems Management – CQ University
 Master of Human Resource Management – CQ University
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