Ivan Lee


Ivan Lee is a Senior Financial Consultant. For ten years prior, he was working for various local and foreign banks. After some time, he decided to to put his banking knowledge and experience to better share with others regarding financial planning. He has seen how unexpected events such as death, disability or critical illness can have a big impact on people’s lives and Ivan wanted to help in the area of income protection.

Today, his passion in helping people is aligned and integrated with his work. In Jeffrey Lim Organisation, he found not only a professional, family-oriented environment for him to settle in quickly, but also an inspiring platform to do well in his career. He achieved the Quality Club Award within the first six months and thereafter, the Quality Club Elite Award. Ivan was promoted to Senior Financial Consultant within a year and a half, and achieved his first Star Club Award shortly after. He is continuously pushing his limits in reaching out to more people on understanding the importance of good financial planning.

For someone who is keen in exploring this career, Ivan feels that “there are no limits to what you can accomplish, except the limits you place on your own thinking.”

He believes that life is always about giving one’s best in whatever one does, and living with no regrets. Outside of work, he enjoys spending time with family and friends, good food, watching and playing soccer and basketball.