Ian Lee

Title

Director - Wealth Investment Management

Experience

Ian has been with Grant Thornton for over 35 years and has been a partner of the firm since 1978.

Ian has acted as a business advisor to many significant families in Melbourne in many capacities from commercial business advice, business and complex tax restructuring, strategic planning and investment, taxation planning, asset protection and succession planning.

With a strong financial background and a genuine desire to assist clients to grow their business and family wealth and deal with generational change, Ian develops a strong and long lasting relationship with his clients’ which is mutually beneficial to both parties.

In addition to his broad commercial experience, Ian has a deep understanding of issues that arise in growing and building businesses, developed through his own experience in building a national accounting practice over the last thirty years.

Sector experience

• Retail
• Manufacturing
• Professional services
• Property development and construction

Professional qualifications and memberships

• Bachelor of Economics
• Fellow of Institute of Chartered Accountants in Australia
• Fellow of Institute of Company Directors
• Australian Institute of Management
• Committee of Melbourne
• Taxation Institute of Australia
• CEO Institute
• Registered company auditor for 26 years

Core Expertise

• Board adviser
• Complex tax structuring for family groups ensuring the ability to enable generational change, tax effectively
• Commercial business advice
• Negotiating transactions
• Business restructuring
• Estate planning and appointed executor
• Asset protection
• Tax planning

Contact Details

T +61 3 8663 6000
E ilee@grantthorntonvic.com.au