LEE JAMES FORDE
Financial Adviser · Derrimut, VIC
📚 Qualifications & Training
1999 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2003 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2005 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2018 - Specialist Self Managed Superannuation Funds - Certificate (AQF 1-4) - International Institute of Technology
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.