Financial Adviser (FSP1002155)

Georgy Lee

Georgy Lee
Georgy’s mission is to help people to step on the property ladder or expand their existing portfolios. He is very passionate about the residential property market, hardworking with a can-do attitude, very customer-oriented and always thinks outside of the box. He has more than 10 years of experience working as a financial planner, management accountant and logistics coordinator.

As a registered Financial Advisor (FSP 1002155), Georgy ensures that the Client’s objective comes first and is achieved in the most efficient way to maximize benefits and optimize costs.

His previous roles include
•Financial Planning and Budgeting
•Management Accountant
•Financial Reporting

His qualifications include:

• Master of Science in Trade and Finance with Merit (UK)
• Bachelor of Science in Banking and Finance with Honours (UK)
Bay of Plenty
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