JOSHUA LEE
Financial Adviser · Kew East, VIC
📚 Qualifications & Training
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - Self Managed Superannuation Funds - Other - Monarch Institute
2019 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
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.