Lee Scott

Shaw and Partners

Bronze
23 Yrs Experience
Canberra, ACT 2601

With nearly 20 years' experience and backed by the full resources of Shaw and Partners, I provide highly tailored, professional investment portfolio construction and management advice to high net worth private families, super funds, foundations, charities and other not-for-profit entities, located mostly in the Canberra - Southern NSW region.

Expertise

  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets

My fees

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

My fee/service structure is tailored to each of my clients' needs and may include fixed fees, transactional fees or asset-based fees, or a combination thereof.

At a glance

  • Adviser status Bronze
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Shaw and Partners

Level 9, 5 Constitution Ave
Canberra, ACT 2601

Licensed by

Shaw and Partners

AFSL 236048