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Meet Terry Lee Financial Planners

Terry Lee

Meet Terry Lee Financial Planners

High Net Wealth Individual (HNWI) & Family Office’s Advisers

We follow a MGK approach – you MAKE the money we help you GROW it and you get to KEEP it.

My financial planning business was established in 1988. I now serve over a thousand clients from my own premises in Applecross. I’m here to uplift you from a financial lightweight to heavyweight, even the middleweight can apply. I provide financial education through seminars to my clients. Continuous education is the key to success.

I am the owner/licensee and Mark Chan the adviser. My motto is “customers are treated like God”. Your calls and emails will be returned within 24 hrs.

Mark Chan is an Authorised Representative of Terry Lee Financial Planners and commenced on 25/03/2022.

Mark has been in the financial services industry since 2007, holds Advanced Diploma of Financial Planning, and Graduate Certificate of Self-Managed Super Funds. He is a professional member of the SMSF Specialist Advisor™ through the SMSF Association.

Mark’s contact phone number is 0403 225 547

As a financial adviser our firm donates 1% of our turnover to local charities every year.

  • Terry Lee
  • CFP

Terry gives real value to his clients

  • I felt very privileged attending your seminar. Your presentation was professional; relevant, inspiring and appreciated. 'Build a Capital Base' - these words have been ringing in my ears all day. Thank you for sharing your valuable knowledge and experience. I have taken responsibility for where I am today, and embark upon making a permanent change.

    - Andrew Sutherland Office Solutions
  • Terry has always been in my corner when it comes to wealth creation. He has ensured I invested regularly in investments that suited my needs and really helped me when I shifted from being an employee to self employed.

    - Rueben Taylor, ActionCOACH, Ph. 08 9325 1811
  • Mr Terry Lee (Financial Advisor) was recommended to us by a close friend. We have found that since Terry Lee has been our Financial Advisor we have been given good sound financial advice. Terry is always available to consult and constantly sends us updates on the status of our financial portfolio and recommendations for future investment. We are also advised of any upcoming Seminars that he feels would be of benefit to us. This constant "hands on approach" has been sadly missing from our previous Financial Advisors.

    - Mick Pitcher & Gail Williams, Pitwillow Alpacas, Ph. 08 9622 3411
  • I have known Terry Lee for over 15 years. I have found Terry to be sincere and competent in his activities. Terry has assisted with our company insurance and Terry has also assisted a number of our staff with their superannuation requirements. I am always eager to hear of what new products or developments Terry has up his sleeve and we were very excited to hear that he had become an author several years ago. When asked about Terry I think of a rare individual who combines self discipline with creativity, when he puts pen to paper invariably powerful messages are passed on. We wish Terry well in all his endeavours and we are proud to have him as an ally in business.

    - James Sutherland, Office Solutions IT , Ph. 0413 051 333
  • I have been a regular investor for over 20 years, Terry has always been very helpful with his advice and I trust his integrity in financial matters. Yours Sincerely

    - Ann Harrell,Ph. 08 62542919
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Quote from Terry Lee
  • “Financial literary can be learnt so anyone can stand on their own feet financially. We can provide a hand up…but not a hand-out!”

  • “Financial literary can be learnt so anyone can stand on their own feet financially. We can provide a hand up…but not a hand-out!”

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