Daniel Lees DipPFS

Daniel Lees DipPFS: Email & Phone Number

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Private Wealth Manager at Melbourne Capital Group|WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Position:

Private Wealth Manager at Melbourne Capital Group

Location:

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Last updated: 2025-10-18
Updated: 2025-10-18

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Work Experience 5 years

Private Wealth Manager at Melbourne Capital Group

Mar 2025 - Current

Paraplanner at Loveday & Partners

Nov 2024 - Feb 2025

Financial Planning Assistant at Loveday & Partners

Jul 2023 - Nov 2024

Financial Administrator at St. James’s Place

Aug 2022 - Jul 2023

Apprentice Financial Administrator at St. James’s Place

Mar 2021 - Aug 2022

Education

CII Level 4 Diploma in Regulated Financial Planning at Chartered Insurance Institute

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