ALEXANDER LEE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2020 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.