Female Excellence in Advice Winner 2018
Inspiring people to live an empowered life by design
Donna has assisted my husband me to navigate our way through the complexities of superannuation, retirement and managing our income and budgeting issues. She has provided clarity with issues that we are unsure about and has given us the confidence to face the future both financially and personally. We are truly appreciative of her guidance and vision.
Donna provided me with the support and advice I needed to empower me and help me manage my finances after the passing of my husband.
Thanks to Donna Lee we are now working toward a financially secure future. Donna Lee has a wonderful manner, is very relatable and always ensures we understand the advice she is providing. Donna Lee provides an excellent service and I can’t recommend her highly enough.
Donna Lee gave me advice on handling my finances, investments, superannuation and growth opportunities in order to ensure financial growth to ensure I would have sufficient income to see me through the rest of my lifetime. Given my age, recent bereavement and complexity I found Donna to be professional, competent, and available at all times to assist me through all of my financial challenges and estate planning.
Donna Lee has given me advice in areas including managing debt, cash flow, budgeting, retirement plan, superannuation review. Through Donna Lee's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Donna Lee's full care and attention.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2007
- Years of experience 16
- Diploma of Financial Advice
- Diploma of Financial Services (Financial Planning)
DLP Life DesignSuite 45, 11 Preston St
Como, WA 6152
- 9:00am – 5:00pm Monday – Friday
Synchron Advice Pty Ltd