Kelvin Lee

Kelvin Lee brings over 25 years of financial markets experience to help clients achieve better financial outcomes and build wealth for their futures.

Having transitioned from investment management to comprehensive financial planning, Kelvin combines deep analytical expertise with a genuine passion for helping individuals navigate their financial journeys. With a Master of Financial Planning (Distinction Average) from Deakin University and previous experience as a Portfolio Manager, Kelvin specializes in investment strategy, portfolio construction, and risk management. His career spans roles at Commonwealth Bank, ABN AMRO, NAB and as Director of Bamboo Trading Company.

Kelvin is committed to developing trusted, long-term advisor relationships where clients can rely on his expertise and guidance. He brings both professional market experience and life wisdom to help clients make informed financial decisions. Currently completing his Professional Year, Kelvin focuses on comprehensive financial planning that puts clients’ goals and financial wellbeing first.