The Financial Planning Association of Australia The Financial Planning Association of Australia

Russell Lees, CFP® AEPS®


Name Russell Lees CFP® AEPS®
Company Kauri Wealth
Address Level 3
534 Church Street
Cremorne, VIC 3121
Phone 0439 852 963
Mobile 0439852963
Website www.kauriwealth.com.au

Russell is a passionate advocate for investors and is the founding partner in specialty investment advisory firm, Kauri Wealth Management, Russell provides strategic advice and support to investors with managing direct investments and their portfolio strategy. In 2011 Russell was awarded the Best Practice Award for Melbourne by the FPA for many years of service to clients, the community and for professional development. Russell is also an Accredited Estate Planning Strategist.

Russell has over 30 years' work experience working for large national and international business in the finance sector covering all facets of investing - from working with trusts and estates (ANZ Trustees), stockbroking (J B Were), funds management (ANZ) and international trading markets (Reuters). Russell is the Vice President of the Australian Investors Association, the leading Australian not for profit organisation focused on investor networking and education.

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