Daniel Lee

Prosperon Private Wealth

19 Yrs Experience
Sydney, NSW 2000

As the Director and Principal Advisor of the Prosperon Private Wealth, at Centrepoint Alliance Ltd. I'm dedicated to understanding your life you aspire to lead, financial dreams you wish to fulfil and turning those dreams into reality.

I am committed to helping you navigate the complex world of finance and investments with clarity, tailored to your terms. With a deep passion for private wealth management and a proven track record of delivering outstanding results for our clients, I deliver financial solutions to high-net-worth individuals and entities.

Commencing my journey as a Financial Adviser in 2005, I have accumulated more than 18 years of experience working with both major institutions and boutique wealth management firms. This extensive experience has enabled me to specialise in financial and investment management, allowing me to craft diverse, solution-oriented strategies for a wide range of high-net-worth individuals.

I currently lead Prosperon Private Wealth, part of Centrepoint Alliance Ltd a community of 500+ licensed advisers and practices. Propseron Private Wealth is a team of wealth management specialists dedicated to providing personalised financial strategies. Previously, I served as a Partner and Executive Advisor at the Westpac Group and Viridian Private Wealth delivering bespoke financial solutions to our clients.

We understand that wealth means more than numbers, it’s about the life you aspire to lead and dreams you wish to fulfil. Our commitment lies in nurturing genuine caring relationships and delivering tangible results. Whether it’s growing your investments, securing your financial future, or mitigating risks, we employ expert strategies to grow, manage and preserve your wealth. Our passion lies in making a difference and simplifying complexity into practical solutions.

I hold a Bachelor’s degree in Business, majoring in International Business and an Advanced Diploma in Financial Planning. I am a Registered Tax (Financial) Advisor with TASA registration no. 26138264 and a Member of the Financial Planning Association of Australia (FPA).


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.99
  • Number of reviews 36
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (International Business)
  • Language spoken
    • English

Prosperon Private Wealth

Level 8, 309-315 George St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221