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Mary Michelle Lee's email & phone

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Senior Paraplanner at Australian Financial Planning|Metro Manila, National Capital Region, Philippines

Position:

Senior Paraplanner at Australian Financial Planning

Location:

Metro Manila, National Capital Region, Philippines

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Last updated: 2025-02-21
Updated: 2025-02-21

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Work Experience 17 years

Senior Paraplanner at Australian Financial Planning

Sep 2013 - Current

Paraplanner at Australian Financial Planning

Jan 2013 - Jan 2014

Fund Accountant (NAV) at The Citco Group Limited

Jan 2014 - Jan 2015

Research Analyst - Estimates at FactSet

Jan 2010 - Jan 2011

Customer Relations Assistant at Chinabank

Jan 2009 - Jan 2010

Mary Michelle Lee started working in 2009, then the employee has changed 3 companies and 4 jobs. On average, Mary Michelle Lee works for one company for 3 years 4 months.

Education

Diploma of Financial Services (Financial Planning) – RG146 (FNS50804) at Pinnacle Financial Services Academy, Sydney Australia

Chartered Financial Analyst Level 1 and 2 at CFA Institute

Bachelor of Science (BSc) at St. Scholastica's College Manila

Skills

Financial Services, Insurance, Financial Analysis, Microsoft Excel, Superannuation, Finance, Retirement Planning, Self Managed Superannuation Funds (SMSF), Management, Financial Planning

Frequently Asked Questions

What is Mary Michelle Lee's minimum period of employment in the companies?

Mary Michelle Lee's minimum period of employment in various companies is 1 year.

What is Mary Michelle Lee's average duration of employment for different companies?

On average, Mary Michelle Lee works for one company for 1 year

What industries has Mary Michelle Lee worked in?

Mary Michelle Lee worked in the Financial Services.

What positions has Mary Michelle Lee held before?

Previously, Mary Michelle Lee worked as a Paraplanner, and Fund Accountant (NAV), and Research Analyst - Estimates, and Customer Relations Assistant.

How do I contact Mary Michelle Lee?

Mary Michelle Lee's phone number is +63-***-***-1436. Sign up to get contact details.

Who are Mary Michelle Lee's peers at other companies?

Mary Michelle Lee's peers at other companies are Richel Marie Armayan and Maryknoll Fuertes and Joanna Lein Marie Eder

Mary Michelle Lee Namesakes

Name
Company
Position
Hahm Partners (함파트너스)M
Hahm Partners (함파트너스)
Global Communications Manager
Bay VenuesM
Bay Venues
Employment Relations Specialist

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