LEE FEN GOH

Financial Adviser ยท Hampstead Gardens, SA

Registered

Registration Number

000326788

Registration Status

Registered

Location

Hampstead Gardens, SA 5086

Providing Advice Since

2008

Registration Date

06/09/2011

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

๐Ÿ“š Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.