MICHAEL MORRIS LENN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales
1997 - Master of Commerce - Masters Degree (AQF 9) - University of New South Wales
2012 - Chartered Financial Analyst - Professional Designations - CFA Institute
2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.