LEE LENG SIM
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2010 - Certified Practising Accountant (CPA) Program - Professional Designations - CPA Australia
2018 - Advanced Diploma of Financial Planning (FNS60415) - Advanced Diploma (AQF 6) - Mentor Education
2023 - Ethics for Financial Services (MAI769) - Bridging Course - Ethics - Deakin University
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.