LEE HUTCHISON

Financial Adviser ยท Carlton, VIC

Registered

Registration Number

001004928

Registration Status

Registered

Location

Carlton, VIC 3053

Providing Advice Since

2013

Registration Date

01/06/2023

Financial Services Licensee

GRIMSEY WEALTH PTY LTD

Licence #000293334

๐Ÿ“š Qualifications & Training

2005 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Monash University
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Education Pty Ltd
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Education Pty Ltd
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd

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.