NICHOLAS LEE
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2010 - Bachelor of Commerce - - University of Melbourne
2010 - Bachelor of Science - - University of Melbourne
2016 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
Financial Planning Association (FPA) - Certified Financial Planner
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.