Australian Money Masters (AMM) is a Small to Medium Enterprises (SMEs) specialist, providing financial guidance, support and services to SMEs.
Australian Money Masters (AMM) was established by Ivan Lee in 2005. Ivan Lee is an independent management consultant, a personal financial adviser as well as a qualified mortgage consultant. He developed AMM to provide financial management advice to SMEs.
AMM provides its personal financial planning services and mortgage consulting services as a authorised representative of Professional Investment Service Pty Ltd (PIS) and its affiliated company Australian Loan Company (ALCO) respectively. PIS is one of the largest financial services groups in Australia. It holds the Australian Financial Services Licence granted by the Australian Securities and Investment Commission (ASIC). AMM's business philosophy is to maintain a long term partnership relationship with all its clients by providing:
quality and personalised advice to customers to meet their different needs
a high level of attention to every customer, including individuals and companies, no matter how small or large
regular follow up and review, and continuous support
a wide specialist network of accountants, planners, consultants and support personnel to meet specific client needs
Personal Profile
Ivan Lee has more than 20 years experience in international financial management. He is a CPA (Specialist in Financial Planning). He holds a Masters degree in Applied Finance and a Bachelor degree in Economics, both from Macquarie University. During his extensive financial career, Ivan has served a number of major multi-national corporations and universities at the most senior level.
Ivan has sound experience in setting up operations for foreign subsidiaries in the Asia Pacific region. From 1994 to 2002, he was the Asia Pacific Head of Finance for a major US medical equipment supplies company. From 2002 to 2004, he was assigned to set up an Asia Pacific Shared Service Centre in Sydney for a well-known US-based database management and software company. Starting from 2005, Ivan became an independent management consultant, setting up AMM to offer financial management advice to education groups and corporate clients.
With Ivan's in-depth and diversified financial management experience, you are assured that your management needs are well taken care of by a first class finance professional.
In 2006, Ivan expanded his service into personal financial planning. He was admitted by Professional Investment Services Pty Ltd (PIS) as an authorised representative to advise individual clients in the area of financial planning, suprannuation, managed investment and life insurance. Ivan has set up a network with other PIS financial planners to exchange financial planning ideas and strategies to the benefit of existing and prospective clients.
In the lending area, Ivan became an Accredited Mortgage Consultant of MIAA (Mortgage Industry Association of Australia) in 2006. He has been accredited by a number of lenders, including banks and institutional lenders, to recommend suitable products to education, business and individual customers. As a qualified mortgage consultant, Ivan is an authorised representative of Australian Loan Company Ltd (ALCO).
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Professional Investment Services Pty. Ltd. (A.B.N. 11 074 608 558)
