Sophisticated Investing Made Easy

Email: [email protected] | Call us: 0800 653 000 | Fax: 09 308 1455

Alan Lee

Alan Lee

Phone No: 
+64 9 308 1450

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 a Financial Adviser (FA). His registration number is FSP25088.

Specialist Expertise

  • Shares
  • Fund Selection


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)