David Lee, BSc, MCom
Principal Advisor
"Money should work for you so you can live life to the fullest."
David Lee founded DWL Financial Services (originally named David W Lee & Associates) in 1983 with the aim of helping Australians grow their wealth and achieve their lifestyle goals. Starting with just a handful of clients, David grew the business on word of mouth alone and to this day still has clients who have been with him since the start, yes that’s over 40 years!
Whilst being the business owner, David’s main priority is the one on one interactions with his clients and making sure they understand the investment opportunities available to them, as well as the risks. Whilst David knows it’s vital for clients to have financial security and create wealth, he also puts emphasis on living life and making the most of opportunities, travel, friends and family.
David’s wealth of knowledge and experience is a real stand out. He has seen markets come and go, crashes, highs and everything in between. This experience cannot be taught and gives David a unique perspective on financial markets.
Prior to founding DWL Financial Services, David worked at AFT as a Management Executive.
David holds a Bachelor of Science (Mathematics), a Masters of Commerce and has completed post graduate studies in accounting.
When David is not at his desk and beloved computer monitoring the stock market, he is a devoted granddad to little Henry and is now a regular visitor to Taronga Zoo, playgrounds and all places fun! David is a huge ‘foodie’ and loves trying new restaurants. He has travelled extensively and even has a list of restaurants for the budding traveller to try. David’s world and life experience makes him open minded and easy to connect with.
Mark Williams, BSc, DFP
Senior Financial Planner
"My partnership with you on the financial journey starts by creating a vision for your future then being meticulous about the steps you take to get there."
Mark has over 30 years experience in the financial services industry in the UK, Australia, Asia and New Zealand. Prior to joining DWL he was a Senior Private Wealth Manager with ANZ Private, working with some of Australia’s most successful Entrepreneurs guiding them on the next phase of their financial journeys.
Mark specalises in Lifestyle Financial Planning, working with his clients to understand what they want out of life and the timeframe they have to achieve their goals. He seeks to ensure that the financial strategies and investment decisions his clients make can bring more certainty to getting what they want out of life.
Mark has worked with many high profile industry experts and has an in-depth knowledge of global investment markets. Having been a business owner, he understands first hand the in-depth requirements of running, growing and protecting your most important assets and income streams.
Mark is married with two children and any opportunity he gets you find him out running with Jax the Shar Pei, or in the workshop building custom guitars.
Duncan Lin, BEng, GDFinPlan, CFA®
Investment Advisor
“I like DWL’s team approach to give clients the highest care. This principle has permeated in everything we do. I enjoy spending time walking clients through the investment market and risk management.”
Duncan has over 16 years of successful career as a derivative trader and a portfolio manager both in Sydney and London. Having developed multiple highly successful investment strategies and worked through various market cycles, he has the uncanny ability to see the bigger picture and stay positive during turbulence times.
What Duncan loves about this role is working in a team to be an integral part of a client’s decision-making process and ultimate success, personally and financially. As a CFA charterholder, Duncan can organise, analyse and interpret information to successfully manage client’s portfolio. Most importantly, he adheres to the highest fiduciary standard to build and manage portfolios that generate attractive returns over the long-term for our clients.
Duncan is proud of raising two beautiful children with his wonderful wife. In his spare time, Duncan likes to play golf and devote time for local charity. He’s a Board Director of Sydney Chinese Lions Club and helped to raise sizable funds for organisations like Royal Flying Doctors, Red Cross, and St John Ambulance.
Peter Wong, BCom
Investment Manager
Peter joined DWL Financial Services in 2016 and became an Investment Manager in 2022. Peter’s main role is managing bespoke share portfolios for clients under the company’s Managed Discretionary Account (MDA) offering.
Peter has been in financial markets for over 13 years, having spent 7 years at a boutique funds management firm in Sydney, where, prior to joining DWL, he was a research analyst, assisting the senior investment team with financial modelling, stock screening for new ideas, analysing companies and producing research reports.
Peter completed a Bachelor of Commerce at Macquarie University, majoring in Accounting, and also holds the RG146 accreditation.
Outside of work, Peter enjoys a game of tennis, playing golf and skiing.
Kylie Nolan, JP, DFP
Operations Executive
"As a young person trying to plan for my own financial future, I recognise the importance of having trusting relationships with professionals who can support me in this process."
Kylie joined the DWL team in 2003 and enjoys the dynamic nature of working in a boutique financial planning firm.
It is Kylie’s extensive experience in all areas of the operational side of the business that allows her to provide exceptional support to clients and the management team. Kylie also has a Diploma of Financial Planning and is a NSW Justice of the Peace.
Outside of the office, Kylie can be found enjoying the outdoors with her family including two young children, travelling and enjoying a nice meal with friends and glass of wine (or two).
Sarah McFarlane
Client Service Executive
"Connecting with clients is what I love most about my job."
Sarah came from the UK to Sydney in 2005 with the plan to call Australia home and find a job as a producer in children’s television. Within 2 weeks of arriving she was working for DWL Financial services as a temporary receptionist. The DWL team could see her potential and asked her to stay – 16 years later she is a crucial member of our team and we think it says something that she chose to remain with DWL Financial Planning!
Sarah’s key role is to support clients as they embark on their financial planning journey. Whether you are starting out and it’s all rather overwhelming, or whether you are a sophisticated investor, Sarah will be able to assist you. Sarah is down to earth, friendly and has a wealth of knowledge and experience to support our clients.
Sarah is Mum to 2 very busy primary school aged children. When she is not being their chauffeur, she enjoys cooking, podcasts, book club, dining out with friends and exploring the wonderful Southern Highlands after a country change a few years ago.
Gavin Chung, BActSt, BCom
Investment Analyst
Gavin is a recent graduate who joined the DWL team in 2021 as an investment analyst. His role is to help monitor and position our client’s portfolios and assist with the development and implementation of our tailored investment strategies. Gavin holds a Bachelor’s degree in Actuarial Studies and Commerce (Finance) from UNSW.
In his spare time, Gavin enjoys a nice game of tennis and travelling the world.