Peter Lee

Director, Financial Planner

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 ethical investment. He was a founder-director of SBN, has launched two ethical investment funds and is a Certified Adviser member of the Responsible Investment Association of Australasia. He is also a practitioner member of Financial Advice New Zealand.

In his spare time Peter is treasurer of the Supporters of Tiritiri Matangi, a major Auckland conservation volunteer group, and regularly guides and volunteers on the island. He and his wife Val also love walking and tramping. In 2018 they walked the length of Britain, some 1,850km, in three months, a journey Peter calls their “Grand Adventure”!

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

Peter Lee

Meet the rest of our team

Mark Holtom Director, Financial Planner

Mark Holtom

Director, Financial Planner
Larry A Stead Financial Planner

Larry A Stead

Financial Planner
Dal Jandu Financial Planner

Dal Jandu

Financial Planner
Suzanne Baldwin Practice Manager, Financial Planner

Suzanne Baldwin

Practice Manager, Financial Planner
Francesca Snell Operations Manager

Francesca Snell

Operations Manager
Steve Mascarenhas Client Support Co-ordinator

Steve Mascarenhas

Client Support Co-ordinator

CFPCM are registered certification marks and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.