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Russell Lees


Tutoring in: Managing Finances in Retirement
 
Russell is a passionate advocate for investors including investors' rights and education. As one of the founding partners in speciality investment advisory firm, Sornem Private Wealth, 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.
 
Aligned with Russell's passion for investor advocacy and education is his position as a Director of the Australian Investors Association, the leading Australian not for profit organisation focused on investor networking and education. Russell has over 25 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).
 
He has presented this course, on a number of previous occasions, to U3A Melbourne City members with a very positive response.