Advisory Team



Roger Lee

AG Partner


As the AG partner of Galilee Advisory Group, Roger leads a team of experienced financial professionals in serving the interests of the group’s clients.

His financial planning career began in 1990 with a leading insurance company, and he was soon promoted to senior financial consultant, serving the company’s premier and platinum clients. In 2004, Roger joined IPP, where his career continued on an upward trajectory, being promoted from a manager to a managing partner. Roger’s more than 25 years’ of experience is marked by a number of accomplishments and accreditations including the Top Rookie Branch Manager and CRT Qualifier awards as well as being part of the Qualified Super Star Club, Qualified Centurion Club and Qualified MDRT. With his expertise in the construction and implementation of financial plans, business succession and continuity planning, group employee benefit planning and estate planning, he is a much sought-after speaker.

Roger holds a Bachelor’s degree in Business Finance and Marketing from Curtin University, Western Australia as well as diplomas in Insurance Studies, Electrical Engineering, and Industrial Engineering and Management. He is a certified Financial Planner and a certified member of the Society of Trust and Estate Planners STEP UK.