Alex Lee
“I relish the opportunity to interact and engage with my clients”
Alex is passionate about offering quality and concise advice to his clients as their Financial Adviser.
Alex joined the McQueen team in 2015, after being immersed in the financial services industry for nearly a decade.
Alex begun his journey as a client services officer, then grasping opportunities as they arose, swiftly graduated to the position of a client-facing strategic adviser.
Alex relishes the opportunity to interact and engage with his clients. As a result, he is able to provide tailored advice strategies in conjunction with uncovering long- term goals and objectives.
Alex loves being in the kitchen as often as he can. He currently owns and runs a Spanish Paella catering business with a close friend, tailored towards private events and functions.
Alex also enjoys riding his bike and getting out on the golf course.
Connect With Me On LinkedIn
What Alex’s clients are saying
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"Alex our advisor is always super professional and knowledgeable across a huge range of areas. McQueen look after my wife and I for our superannuation, investments and insurances. Alex is always up to date with the latest on all our investments and super, and if there are ever any questions that we have, they are always available to assist."
Chris Oliver
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"Alex and his team have always been supportive, patient and relatable, while maintaining a professional relationship. Their communication and business acumen is spot on. I am very grateful for my insurance advice. Even though I thought I would never need to call on it, I did, and I'm now able to lead a life without financial stresses, and focus on my health."
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"Our client meetings are well planned and structured. Alex is always able to confirm that we are on the right path to achieving our financial goals, even when we start to doubt it, especially due to the volatility over the last 3-4 years".
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"Communication with Alex has been exceptional, considering our discussions are around a complex area of insurances that require very clear responses to our questions and specific situation. Alex's demeanour makes us feel relaxed while discussing topics that are very personal and sometimes confusing, and he always follows up on our agreed plans moving forward from our conversations."
Kerri Christy
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"Alex Lee was extremely friendly, and the advice he provided was excellent. "
Meet The Rest Of Our Team
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Wendy Sebire
MANAGER - MCQUEEN ACCOUNTING
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Henry Dick
FINANCIAL ADVISER
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Junella Chong
INSURANCE SPECIALIST
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Alex Lee
HEAD OF WEALTH & SENIOR FINANCIAL ADVISER
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Elena Kuzmina
HEAD OF ACCOUNTING AND TAX
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Senney Wang
FINANCIAL ADVISER
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Phil Del Signore
MANAGER, MCQUEEN ACCOUNTING
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Liz Shannon
MANAGER, MCQUEEN ACCOUNTING
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Angus McQueen
FOUNDER & SENIOR FINANCIAL ADVISER
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Alex Whetton
HEAD OF LENDING
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Nowaki McQueen-Tokita
CEO & SENIOR FINANCIAL ADVISER
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Nick Gunner
SENIOR FINANCIAL ADVISER
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Kris Chapman
SENIOR FINANCIAL ADVISER
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Makayla Beric
OPERATIONS MANAGER
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Craig Wells
HEAD OF GENERAL INSURANCE
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Gabriella Lopes
FINANCIAL CONTROLLER
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Charlie Schilling
PEOPLE & CHANGE
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Leigh Sinden
CREDIT ANALYST - MCQUEEN LENDING
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Sarah Astorino
MARKETING COORDINATOR
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Pamela Hartmann
CLIENT CONCIERGE
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Setrose Fajardo
ACCOUNTANT
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Graziella Mae Munoz
ACCOUNTING ASSISTANT
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Jael Jalosjos
CLIENT SERVICE ADMINISTRATOR
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Ronnie Serdon
CLIENT SERVICE ADMINISTRATOR
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Albie Sumaylo
CLIENT SERVICE ADMINISTRATOR
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Alyssa Montejo
CLIENT SERVICE ADMINISTRATOR
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Angel Tampus
CLIENT SERVICE ADMINISTRATOR
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Jesse Castan
ACCOUNTING ASSISTANT
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Di Qi
MANAGER - MCQUEEN ACCOUNTING
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Liam Fitzpatrick
ACCOUNTING ASSISTANT
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Jesse Blakeborough
ACCOUNTANT
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Mabel Realuyo
ACCOUNTANT
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Greg Kendall
ASSOCIATE
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Jessica Mollica
ASSOCIATE
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Shuro Shome
FINANCE BROKER
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Klodiana Popaj
CLIENT SERVICE ADMINISTRATOR
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Willard Lloyd
CLIENT SERVICE ADMINISTRATOR
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Edmar Delmendo
ACCOUNTING ASSISTANT