Julian Lee & Associates is a dynamic and vibrant group of dedicated financial consultants with an average age of 26. A highly regarded agency in our principal company Great Eastern Financial Advisers Pte Ltd (GEFA), a member of the OCBC Group, we are committed to provide professional financial services and solutions to our clients, and to develop aspiring individuals and groom potential leaders in the field.
We have a proven track record of discovering and training talented consultants in our agency who have achieved both financial and career success, attaining prestigious international and company’s awards and achieving career advancement within their early years on board. Some of the recent commendable achievements include:
2012 - Top Director Productivity and Top Manager Productivity for Accident and Health
2015 - Top Rookie Producer
2016 - Top Life Regular Premium Producer & Top Executive Producer (both 1st Runner up), Executive Entre-Planner Award, Top Recruiting Manager (2nd Runner up), Asia Rookie Insurance Agent of the Year (1st Runner Up)
2017 – Top Rookie Producer (1st Runner Up), Executive Entre-Planner Award, Top 5 Managers, Top 10 agencies in GEFA
Our Director Julian, a lauded veteran producer with numerous awards under his belt including the prestigious Million Dollar Round Table (MDRT) and Court of the Table (COT), subscribes to the importance of providing quality financial services that serves the clients' best interests. He is greatly valued by clients, associates and colleagues alike for his wealth of knowledge and experience, his inspiring leadership, his devotion to the profession as well as his affable personality.
Always passionate in nurturing our younger generation, Julian believes that every individual has the potential to excel in his own ways, with good guidance and opportunities given to him. With this calling, he took up the path of agency management and attained Directorship in 2011. He now leads a group of more than 50 managers and financial consultants and focuses on developing young and aspiring associates to be professional leaders in the areas of financial sales and/or management. Under his leadership and mentorship, the agency has expanded to become one of the fast evolving agencies in GE presently. The agency prides itself with a young and vibrant culture of excellence. His belief in empowerment and mentorship has effectively developed his team of managers comprising of Jason Wong, Marcus Tham, Esther Lam, Queenie Ang, Yvonne Ng, Philip Ong, and Joseph Boh, who have embarked on building their own teams of consultants. We are building our agency through the promotion of the MDRT spirit -one of being creative, responsible and embracing challenges with resilience.
To act professionally in the best interest of our clients fulfill their financial security, vision and goals.
[To support our financial planners to be future leaders, improving their lifestyle and achieving their vision and goals in the career]
To support our financial planners in achieving their visions and goals and groom them into future capable leaders.