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Lee Malek

Future Wealth Groups Client Service Manager

Lee Malek's Bio

Lee Malek is Future Wealth Groups Client Service Manager. Lee brings a wealth of experience to FWG having spent over 30 years in Private Banking, Financial Planning and Lending. Lee is responsible for overseeing the implementation of all client advice recommendations, client reviews and management of FWG personal insurance policies. Lee is passionate and dedicated in her role and values transparency in her communication with all FWG clients. Outside of work, Lee enjoys spending time with her Family and walking her 2 dogs, Pepper and Ollie.

Background

Peter obtained a Master of Financial Planning from the University of New South Wales and holds the Self – Managed Superannuation fund specialist accreditation with the SMSF Association of Australia. He also graduated with a Bachelor of Commerce from Macquarie University where he was awarded the Deans Excellence in International Business and Marketing.


Accreditations

Peter obtained a Master of Financial Planning from the University of New South Wales and holds the Self – Managed Superannuation fund specialist accreditation with the SMSF Association of Australia. He also graduated with a Bachelor of Commerce from Macquarie University where he was awarded the Deans Excellence in International Business and Marketing.


More Info

Prior to commencing Future Wealth Group, a boutique private wealth firm, Peter held roles at Hillross Financial Services, AMP Financial Planning and Mawson Investment Management where he gained extensive experience across all sectors of Finance and Financial Planning.
Outside of work, Peter enjoys spending time with his family and friends, travelling, golf and walking his Rhodesian Ridgeback Jaffa.
Bondi Beach

Get in touch

Please call us on 1300 691 861 or fill in the form below and we will get back to you as soon as possible.