MICHAEL DENNIS LEE
Financial Adviser · Perth, WA
📚 Qualifications & Training
1993 - Certificate in Financial Markets - Certificate (AQF 1-4) - Securities Institute of Australia
1993 - Certified Financial Planner - Certificate (AQF 1-4) - Financial Planning Association of Australia (FPA)
2006 - SMSF Specialist Advisor - Other - Self Managed Super Fund Association
2021 - FASEA Exam - Other - FASEA Standards Authority
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.