Lee Hutchison

Macquarie Private Wealth

Silver
9 Yrs Experience
Melbourne, VIC 3000
With Macquarie Private Bank you have the power of being connected, personally. Take control of your financial future, and the dedicated team at Macquarie can help open the doors to get you there. You’ll have the expertise of Macquarie beside you, helping you make the most of worldwide investments and strategic banking opportunities. If you’d like to speak to me about the future direction of your wealth, I’d love to hear from you. Feel free to give me a call on 0413 849 477.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business and Commerce
  • Language spoken
    • English

Macquarie Private Wealth

Level 34, 80 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Tuesday – Friday
  • 9:00am – 6:00pm Monday

Licensed by

Macquarie Private Wealth

AFSL 237502

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

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5.00

"'Lee has given me advice in areas including super funds and insurance. Lee explained things to me in a clear way. Through Lee's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Lee's full care and attention when I needed it and feel that he tailored his advice specifically to my circumstances. Lee is a trusted adviser who I would certainly recommend to others."

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

"Lee is a very competent person who cares about his clients and delivers in full."

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

"Lee did a fantastic job restructuring our insurances after the birth of our second child. Knowledgable and compassionate, we fully trusted that he had our best interests at heart. I would happily recommend him highly."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Business and Commerce

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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