MICHELLE LEE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Master of Commerce - - University of New South Wales
2007 - ASX Accredited Derivatives Adviser - Level 1 - - Kaplan
2007 - Advanced Diploma of Financial Planning - - Kaplan
2008 - ASX Accredited Derivatives Adviser - Level 2 - - Kaplan
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.