Senior Private Client Advisor
Representative of Bennett & Co Financial Services Pty Limited
(AFS Licence No 298282)
B.Com (UQ), B. Econ (UQ)
Richard has extensive experience having worked in the Funds Management and Stock Broking Industry since 1985. His most recent position was as a Senior Vice President - Investments, Citigroup Wealth Advisors, where Richard was employed from January 2001 to April 2006. Prior to that, Richard worked for three years at Stock Broking firms Merrill Lynch and J B Were, after coming from a Funds Management background at Suncorp Metway Bank where Richard was a Senior Portfolio Manager for eight years.
Richard holds both a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland. He also holds a Graduate Diploma from the Securities Institute of Australia.
Richard is PS146 compliant, has obtained an ASX Level 1 Derivatives accreditation, and holds a Series 7 accreditation from the Securities Exchange Commission (SEC) in the US.
Richard provides specialist advice in the following areas:
- Direct shares
- Wealth creation
- Margin lending
- Self Managed Super Fund investments
Ph: (07) 3876 8131
Mobile: 0412 055 702
Bull & Bear Investment Services Pty Ltd
Corporate Authorised Representative (ASIC No 300879)
Bull & Bear Investment Services Pty Ltd is an authorised representative of Bennett & Co Financial Services Pty Limited under Australian Financial Services License (AFSL) 298 282. Anthony Lee is the sole director of Bull & Bear Investment Services Pty Ltd (ABN - 89 118 682 607). He is the only adviser engaged by Bull & Bear Investment Services Pty Ltd. Details of his areas of expertise and qualifications appear below.
Anthony Lee
Senior Private Client Advisor
B. Econ. (UQ) MBA (Rotterdam)
Anthony has been working in investment consultancies, broking houses and investment banks since 1994. With a Bachelor of Economics from the University of Queensland and a Masters of Business Administration (MBA) from Rotterdam School of Management in the Netherlands, Anthony has a thorough understanding of economics and world equity markets and utilises this knowledge base to provide a high level of service to his clients. Anthony has international experience, having worked in England with Japanese Broking house Nomura, the Netherlands with Rabobank and in Germany with leading investment bank Dresdner Kleinwort Wasserstein. Anthony was last employed in Brisbane with Citigroup Wealth Advisors as a Financial Advisor.
Anthony prides himself on giving personalised service and providing an inclusive environment whereby investors form part of a collaborative effort in building solid investment strategies.
Anthony is PS146 compliant and has obtained an ASX Level 1 Derivatives accreditation.
Anthony provides specialist advice in the following areas:
- Direct shares
- Wealth creation
- Margin lending
- Investment Protected Loans
- Self Managed Super Fund investments
Ph: (07) 3876 9919
Mobile: 0432 685 108
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