HONG LIM LEE
Financial Adviser · West Melbourne, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2005 - CPA Program - Professional Designations - CPA Australia
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2025 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
National Tax and Accountants 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.