Richard Lei

“Good advice is built on great systems—and the right insights at the right time. That’s where I focus my energy“

Since joining Modoras in 2022, Richard Lei has played a key role in supporting the delivery of financial advice—first as a Planning Associate and now as Wealth Technology & Data Manager. His background spans wealth management, accounting, and investment analysis, and he brings a thoughtful, data-led approach to supporting both client outcomes and adviser efficiency.

Richard’s diverse background in wealth management and accounting industry is complemented by his skills in securities analysis, financial modelling, performance evaluation and attribution, and portfolio construction. He has extensive experience in client and financial advisor communications, data analytics, and executive-level reporting.

Having worked closely with advisers and clients in his Planning Associate role, Richard understands the value of clear, accurate, and timely information. He is passionate about leveraging technology and data to enable better decisions, stronger relationships, and more efficient service delivery.

Richard is focused on building systems that support real outcomes. Whether he’s refining internal processes or enhancing data visibility, his goal is to ensure planners can focus on what matters most—delivering meaningful results for clients.

His licenses and certifications include being a Chartered Financial Analyst (CFA)® charterholder, a member of the Institute of Public Accountants and a holder of the Bloomberg Market Concepts Certificate.

In his free time, he enjoys hiking, trying new restaurants, and spending time with his family and friends.