MARY ANN LEE
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2001 - Risk Management - - Accredited
2004 - Self Managed Super Fund Course - - Tower Trust
2010 - Margin Lending - - Kaplan
2011 - ASX Securities - - Kaplan
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)
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.