Sue Lee
Wealth Associate
Prior to joining Linton, I spent 6 years in the accounting and financial services industry in the area of Mortgage Finance. I have the skillsets gained to assist clients to understand their current situations in order to help them achieve their life goals.
My position at Linton Advisory Group currently allows me to wear two hats in the Wealth Management division – as an associate both for Mortgage Financing and Insurance. As a Wealth Associate, I am able to assist clients with their mortgage and investment decisions as well as involvement in their risk management. With the relevant academic and career background in accounting and mortgage finance, it becomes handy when helping clients as our primary focus will not be constraint to their short-term goals such as purely interest rate, loan amount or annual returns, but their overall financial situation and tax implications intrigued will be taken into consideration when selecting the most appropriate products and structure to help them achieve their long-term goals.
I have an extremely pro-active attitude towards work and will always use my highest level of initiative where possible. I am not afraid to provide my own opinions if I can see the benefits to the clients and/or the firm.
It is the best feeling when clients are appreciative of the work I do in assisting them.
The team at Linton are very supportive, and I am always learning a lot from other team members, we are like an extended family.
In my spare time, I enjoy practicing Taekwondo. It helps me develop self-defence skills and is empowering, helping me to gain more strength and become more positive minded.
Qualifications & Registrations
Master of Business Administration, Kaplan Business School
Bachelor of Accounting, CQUniversity
Certificate IV of Finance & Mortgage Broking, Kaplan
Sue Lee
Wealth Associate
Prior to joining Linton, I spent 6 years in the accounting and financial services industry in the area of Mortgage Finance. I have the skillsets gained to assist clients to understand their current situations in order to help them achieve their life goals.
My position at Linton Advisory Group currently allows me to wear two hats in the Wealth Management division – as an associate both for Mortgage Financing and Insurance. As a Wealth Associate, I am able to assist clients with their mortgage and investment decisions as well as involvement in their risk management. With the relevant academic and career background in accounting and mortgage finance, it becomes handy when helping clients as our primary focus will not be constraint to their short-term goals such as purely interest rate, loan amount or annual returns, but their overall financial situation and tax implications intrigued will be taken into consideration when selecting the most appropriate products and structure to help them achieve their long-term goals.
I have an extremely pro-active attitude towards work and will always use my highest level of initiative where possible. I am not afraid to provide my own opinions if I can see the benefits to the clients and/or the firm.
It is the best feeling when clients are appreciative of the work I do in assisting them.
The team at Linton are very supportive, and I am always learning a lot from other team members, we are like an extended family.
In my spare time, I enjoy practicing Taekwondo. It helps me develop self-defence skills and is empowering, helping me to gain more strength and become more positive minded.
Qualifications & Registrations
Master of Business Administration, Kaplan Business School
Bachelor of Accounting, CQUniversity
Certificate IV of Finance & Mortgage Broking, Kaplan
