Amanda Lee

Stewart Brown Advisory Pty Limited

Platinum
26 Yrs Experience
Chatswood, NSW 2067

Recent reviews

Stewart Brown Advisory Pty Limited

Level 2, Tower 1, 495 Victoria Avenue
Chatswood, NSW 2067

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 10
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Stewart Brown Advisory Pty Limited

AFSL 355134

4.90
10 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Amanda has alway given me clear concise advice on superannuation, share trading, business and retire strategies. She meet regularly and when there are government or major market changes that effect my portfolios she is always there to advise and recommend strategies to grow my portfolios. I have no hesitation in recommending her to future clients."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda (and Stewart Brown Advisory) have advised my wife and I for the past 7 years. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice as our needs and the markets change. Amanda is the first adviser I have felt confident referring other family members and friends to."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda is professional, knowledgable and highly skilled. I have no hesitation in recommending her as a financial advisor with great integrity."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely knowledgeable about the current market, Amanda gives succinct, useful advise. She is fabulous at proactively updating my portfolio and keeping me informed about trending situations. I would happily recommend Amanda."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I believe Amanda does a very good job"

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been seeing Amanda for over 10 years now and am very satisfied with her services. She has always looked after my best interests which makes my life a lot easier"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda has been my adviser for over ten years ans she has always been professional, helpful and very generous with her time. I wouldn’t be without her and I have recommended her to friends and family."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda is professional, gives sound advice, and communicates well."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Amanda is always available and well prepared when we ask for a meeting regarding issues requiring financial decisions. She and her staff are prompt in replying to emails and telephone calls. Amanda was extremely helpful, knowledgable and professional when I asked her to advise our family on Trust issues. We have recommended her to family and friends"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found Amanda Lee to be very helpful in our financial matters"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1996

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1987

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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