FRANCIS LEE

Financial Adviser · Melbourne, VIC

Registered

FRANCIS LEE is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2013, based in Melbourne, Victoria. They are authorised to provide advice under MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD (AFSL licence #000287804). Registered qualifications on file include 2008 - Introductory Personal Finance - - Melbourne University, 2009 - Bachelor of Commerce - - Melbourne University, 2011 - Margin Lending and Geared Investments - - Kaplan.

Registration Number

001001881

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2013

Registration Date

01/05/2013

Financial Services Licensee

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Licence #000287804

📚 Qualifications & Training

2008 - Introductory Personal Finance - - Melbourne University

2009 - Bachelor of Commerce - - Melbourne University

2011 - Margin Lending and Geared Investments - - Kaplan

2024 - SuperConcepts Specialist SMSF Online Course - Other - The University of Adelaide and SuperConcepts

2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.