AMANDA JANE LEE
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
1987 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
1996 - CPA - Professional Designations - CPA Australia
2002 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2014 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.