“As a Planning Associate, I strive to provide exceptional service to our clients and support the financial planning team in achieving their goals.”
Richard Lei is a Planning Associate at Modoras, having joined the company in 2022. He holds a Master of Commerce in Applied Finance and Professional Accounting from the University of Queensland, as well as a Master of Business in International Tourism and Hospitality Management from Griffith University.
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.
As a Planning Associate, Richard supports the financial planning team in achieving their goals, while also striving to provide exceptional service to Modoras’ clients. His attention to detail and dedication to ensuring that clients’ needs are met with the utmost professionalism and care are at the forefront of his approach.
His commitment to ongoing education and professional development ensures that he stays up-to-date with the latest industry trends and best practices. 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.