Annette Lee

Client Adviser

  • Annette Lee
    Annette Lee Client Adviser

Annette joined Providend in 2022 as an Associate Adviser. She supports the client advisory team throughout Providend’s wealth planning and investment implementation processes while learning the firm’s unique wealth advisory approach.

With a third of her career spent as a communication skills educator at Singapore Polytechnic and another third as a copywriter at various advertising agencies, Annette brings a clear and open communication style and service-orientation to her role at Providend.

She is passionate about effectively supporting those around her and working as a team to champion Providend’s philosophy in giving unbiased, honest advice to clients.

Apart from strengthening the technical aspects of wealth planning, Annette is also eager to build her core in pilates and keen on caring for her mum’s garden plants.

Must-have food in my life

Thunder tea rice.

Superpower I wish I could have

Mind-reading.

Advice for my younger self

Buy index funds.

Luckiest thing that has happened to me

Being blessed with relatively good health.

My proudest moment

Rebooting my career twice over.

 

Thing that makes me laugh the most

The sitcom Modern Family.

Insights by Annette

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