Quality Investment Advice

Email: jmis@jmis.co.nz | Call us: +64 9 308 1450

Alan Lee

Position: 
Director
Phone No: 
+64 9 308 1450
Mobile: 
+64 21 940 250
Email: 
alan.lee@jmis.co.nz
“Our passion is to offer a unique investment service with a high level of quality advice to our clients.”

Alan, a founding shareholder and director of JMIS Limited, has been working in financial and investment markets since 1978. He held fund management roles with NZI Investment Services Ltd in both New Zealand and Australia and ultimately became the Investment Manager for New Zealand.

He has also developed a strong commercial background in general management across a wide range of industries including executive director of Mainzeal Group Limited and chief executive of Mair Astley Holdings Limited. Alan joined Jarden Morgan Investments Services Limited in 2001.

Alan is an Authorised Financial Adviser (AFA). His registration number is FSP25088.

Specialist Expertise

  • Shares
  • Fund Selection

Qualifications

1975 - University of Otago - B Sc (Hons) - Mathematics
1976 - University of Auckland - Master of Philosophy - Engineering
1980 - Institute of Actuaries - Finance and Investment qualification
1994 - University of Michigan - Executive course
1997 - Harvard Business School - Executive course
2011 - Open Polytechnic - National Certificate in Financial Services (Financial Advice Level 5)