Getting to Know Ida Lee
Ida Lee recently joined the Axios team on a permanent basis as Review Specialist.
A familiar face to some of our clients, Ida has been working at Axios since May 2018, assisting while Marlene was away. Ida says that the fun, friendly and intimate team environment at Axios meant that when she was offered to stay on in a permanent role, she happily agreed.
Ida’s interest in finance stems back a long way, with an impressive career history working for organisations like Summit, IOOF, Aviva and MLC. As the newly appointed Review Specialist for Axios, Ida will be responsible for preparing our clients’ annual review reports. Our clients may well hear from Ida if she needs to check the assets and liabilities we have on record are up to date.
When she isn’t working with numbers and spreadsheets, Ida can be found at home with her 2 fur babies, Maxi (15) and Hugo (14), who have been with her and her husband since they were puppies. Ida is partial to a game of pinball, loves trying out a new restaurant and one of her favourite pastimes is exploring the world with overseas travel.
Axios Financial Solutions are a team of respected and highly regarded financial planners with offices on St Kilda Rd Melbourne. Axios helps their clients meet their desired outcomes by providing tailored financial services, strategies, advice and solutions. You can contact them at firstname.lastname@example.org or (03) 9869 5555.
Axios Financial Solutions Pty Ltd (ACN 007 299 014), is an Authorised Representative of Charter Financial Planning Ltd, Australian Financial Services Licensee 234665
Please note that the information in this article is of a general nature only and has not taken into consideration your individual circumstances. Should you wish to discuss your personal circumstances please call us on 03 9869 5555 or email email@example.com.
Level 3 The Metropolis
480 St Kilda Road
Melbourne Vic 3004