LEE SCOTT EMERY
Financial Adviser Ā· Turramurra, NSW
š Qualifications & Training
2005 - Diploma of Financial Services Financial Planning - - Tribeca
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2005 - Diploma of Financial Services ā Financial Planning - - Tribeca
2006 - Advanced Diploma of Financial Services Financial Planning - - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2006 - Advanced Diploma of Financial Services ā Financial Planning - - Tribeca
2006 - CFP1 Ethics, Professionalism and Compliance - Other - FPA
2011 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2021 - FASEA Adviser Exam - Other - FASEA
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
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.