Jonathan Lee

Managing Partner

Phone +61 433 052 250


Jonathan is a Co-Managing Partner of the Solomons Group and a qualified Private Wealth Adviser.

Jonathan is an accredited Private Wealth Adviser with over 10 years experience in Banking & Finance. He has worked in prestigious firms including Macquarie, Westpac & Standard Chartered Hong Kong. Throughout his career, his past experience has provided him with valuable insights across all areas of finance. In his most recent role with Macquarie Private Wealth, he specialised in investment advice to HNW individuals and migrant solutions including Significant Investor Visa (subclass 188C).


AR (#001280761) of PGW Financial Services Pty Ltd AFSL 384713


  • Bachelor of Financial Advising, Accounting and Finance
  • RG146 Accredited
  • Accredited SMSF Adviser
  • Accredited Derivatives Adviser, Level 1 & 2.

Language Capabilities

English, Cantonese, Mandarin

Favourite Quote

“The Chinese use two brush strokes to write the word ‘crisis.’ One brush stroke stands for danger; the other for opportunity. In a crisis, be aware of the danger but recognize the opportunity.”

– John F. Kennedy