Victor Lee

Principal Investment Specialist

MAS Rep No: LCE100035088

Languages: English, Mandarin

Industry Experience: 21 years

victorlee@phillip.com.sg

ABOUT ME

I have been with Phillip Securities as a Trading Representative since 2004. I was exploring the various career's option available in the industry and decided to learn more of financial industry, especially important when we reach our retirement age. Transiting from, been an employee to becoming a self-employed, technician, sales & marketing of general and aviation industries into the specialized financial industry was not an easy decision back then. For the past 19 years, having to witness the up and down cycles of the financial markets had taught me and my clients many valuable lessons. Let us share our experiences, skills and knowledge on technical and fundamental analysis. Join me in this life-long learning journey to improve ourselves.

MY PROFESSIONAL SERVICES

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Securities Advisory Service

Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

TESTIMONIALS

Victor, I really appreciate your excellent customer service and your efforts to help secure a reasonable quote for me. Sorry to disappoint you. I would certainly keep you in mind when I have future opportunities to seek your advice and use your service.

Mr Tan Hong Choon

Client

Oct 2023