LEE ALAN WALKER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance - Bachelor Degree (AQF 7) - University of Bristol
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - IIT
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.