Meet the team

Eddie Lee

B.Bus (Econ & Finance), M.App.Fin

Chief Investment Officer

Eddie Lee is the Chief Investment Officer at Allied Wealth, where he leads the firm’s investment strategy, asset allocation, and portfolio construction framework. Eddie brings extensive experience spanning investment research, multi-asset portfolio construction and asset allocation.

Eddie began his career at Atchison Consultants within the asset consulting division, advising institutional clients across endowment funds, charities, and superannuation.

Since then, he has held senior roles at Findex, AustralianSuper and Perpetual; building a strong track record of navigating complex investment environments. Eddie holds a Bachelor of Business (Economics and Finance) from RMIT University and a Master of Applied Finance from Macquarie University.

Client Reviews

  • Dane R

    I’ve been working with Chris from Allied Wealth since they opened in 2020 and have been very impressed with his guidance given my somewhat muddled structure. During our time working together Chris has taken on a number of projects in order to rectify some legacy issues I have faced which have involved an ATO Private Ruling and OSR Stamp Duty exemption. At every step of the way Chris has gone the extra mile to ensure my strategy and structure are as robust as possible – even if that does involve significant time. I have and do happily recommend Chris and the team at Allied Wealth.

    RM

    I’ve been working with Chris and Allied Wealth since 2020 after searching for an adviser who could provide a truly holistic service for my wealth management needs. Allied Wealth’s ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I’m very happy with

  • Alex M

    Chris has advised me for over 5 years. He has helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. He found low fee investments which achieve good returns for me and we meet regularly to track their performance. Always ready to pick up the phone for an ad hoc chat, Chris is a good communicator who always provides professional, well researched advice. I have been very happy with the service.

    FC

    As a person with only basic knowledge of the financial sector, I have been grateful over the years for the unfailingly timely and professional advice provided by Allied Wealth. In particular, I have appreciated the personal touch which a small but highly professional financial advice firm can bring to the relationship.

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