PETER LEE

Principal & Chief Challenger

Originally trained as a scientist, Peter has worked in the financial services industry for over 30 years in insurance, funds management, trustee services, banking and financial planning. This includes senior executive roles at Guardian Trust and ANZ Bank. Peter is also a former Chief Executive of the Institute of Financial Advisers, now Financial Advice NZ, the industry’s peak financial advisory professional body. Through this, he had the opportunity to identify global best practice in financial planning advice – and he brings this valuable insight to you.

His forte, honed over two decades, has been the ability to bring "clarity from complexity" to hundreds of people and organisations, including professionals, SME principals and owners, senior managers and not-for-profits.

Peter has a special interest in sustainability and socially-responsible (ethical) investment. He was a founder-director of SBN, has launched two ethical investment funds and is an adviser member of the Responsible Investment Association of Australasia based adviser members. He is also a practitioner member of the IFA.

As an Authorised Financial Adviser, his disclosure statement is free of charge, on request.

HELPING PEOPLE TO BUILD SUSTAINABILITY THROUGH INVESTMENTS THAT CAN CHANGE THE WORLD

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary