FLORENCE TEE
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2005 - Bachelor of Commerce - - University of Melbourne
2008 - Diploma of Financial Services FNB50104 - - Dover Financial Training Pty Ltd
2011 - CPA - Professional Designations - CPA
2014 - Diploma of Finance & Mortgage Broking Management - Diploma (AQF 5) - The National Finance Institute
🏢 Professional Memberships
CPA Australia (CPA)
Member of MFAA - Mortgage & Finance Association of Australia
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.