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Andersen Lee

Associate Adviser - PWM

Andersen joined Evans and Partners in 2018 as an associate adviser within the Private Wealth team.

He works in a team with Michael Clegg and Ryan Cormican, where he assists in implementation, portfolio management and investment advice for high-net-worth families, individuals and not-for-profits. He has developed a strong understanding of both domestic and international markets.

Andersen also works with a number of accountants, financial planners and other financial service providers by delivering complementary services to their own for the benefit of their clients.

Prior to joining Evans and Partners, Andersen worked within the broader Evans Dixon Group as a wealth analyst where he gained experience in both the Strategic Wealth Advisory and Investment Advisory teams. He also undertook work experience in the Retail Banking division of Commonwealth Bank of Australia, and completed a consulting internship abroad for QBE Insurance in Hong Kong.

Andersen holds a Bachelor of Commerce and Economics from the University of New South Wales where he majored in Accounting, Economics and Finance. He has completed his RG146 qualification and is currently completing his CFA Charter.

P: +61 2 8070 6644