Russell Lees

Experience

• 

  J B Were & Son

  Aug 1990 - Aug 1994

  Full support and assistance to a team of investment advisers including maintaining professional client relationships. Authorised Representative of J B Were. Second in charge to manager of accounts/treasury department. Managing a team of 8 staff specialising in monitoring the cash flow of the business, arranging overnight secured borrowing, preparing monthly management reports and staff development.

  • Associate Adviser

    Aug 1992 - Aug 1994

  • 2IC - Treasury/Accounts

    Aug 1990 - Aug 1992
• 

  Reuters Australia

  Jun 1995 - Aug 2001

  .

  Supporting clients subscribing to the Reuters financial markets trading software covering FX trading, equity investment analysis, fundamental and technical analysis charting, commodity trading including metals, oil and hard/soft commodities and the corporate treasury markets.

• 

  Lachlan Partners

  May 2004 - Dec 2010

  Senior Advisor (CFP)
• 

  Wattle Partners - Private Wealth Managers

  Nov 2010 - Nov 2018

  Partner/Senior Adviser
• 

  Australian Investors Association

  May 2017 - Nov 2020

  The AIA is a non-profit organisation which exists for one purpose: to help our members become more successful long-term investors.We protect and advance the interests of Australian investors across all types of investments and asset classes.We are Australia’s leading national, not-for-profit, independent association of investors. We are dedicated to helping all self-directed investors achieve their goals through education, networking and advocacy. Australia’s leading non-profit organisation providing assistance to investors to make improved investment decisions.

  • Director

    Oct 2013 - Nov 2020

  • President

    May 2020 - Aug 2020

  • Vice President

    May 2017 - May 2020
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  Kauri Wealth Management

  Jun 2019 - now

  Managing Director/Senior Advisor