Lee Wapling - CEO
- Bachelor of Engineering (Hons)
- Graduate Diploma of Financial Planning
- Master of Marketing
- Member of the Australian Institute of Company Directors
Lee is dedicated to providing sophisticated strategic advice and investment services that enable clients to fulfil their chosen lifestyle goals and aspirations. He has over 10 years of financial services experience particularly with High Net Worth client advice provision and a further 10 years’ experience in other service organisations.
His acquisition experience includes search, selection, negotiation and integration, while organic growth skills include significant experience in marketing, sales management and distribution channel management.
Prior to FMD, Lee was a senior executive with Perpetual Ltd. He progressed from leading a team of six private client advisers in 2003 to state manager for Perpetual Private Clients in Victoria by 2009. In that role he managed a team of over 40 advisers and support staff providing strategic, investment and tax advice; estate planning and administration; and philanthropic services to over 2000 clients.