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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 and a professional accountant specialising in business and personal financial advice.
Ivan provides personal financial advices as an authorised representative (AR No. 298341) of Professional Investment Service Pty Ltd (PIS). 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 its clients by providing:
quality and personalised advice to customers to meet their needs;
a high level of attention to each customer;
regular follow ups and reviews to ensure advices are up-to-date;
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 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 foreign operations for companies in the Asia Pacific region. From 1994 to 2002, he was the Asia Pacific Head of Finance for Stryker Corporation - 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 Oracle Corporation - 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.
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Professional Investment Services Pty. Ltd. (A.B.N. 11 074 608 558)