Melody Lee
Melody is a Client Concierge at Yield and serves as the first point of contact for client enquiries, supporting our Financial Advisors to deliver exceptional Client Experience. Melody is passionate about meeting people and assisting them on their financial planning journey.
Melody has over 14 years’ experience in financial services, spanning seven years in banking in international trade, and another seven years in financial planning.
She enjoys spending time with family, cooking, reading and travel.
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Free Consultation
Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.
