RUSSELL LLOYD LEES
Financial Adviser · Richmond, VIC
📚 Qualifications & Training
1993 - Diploma of Financial Markets - - Securities Insitute of Australia
2006 - Graduate Diploma of Financial Planning - - FINSIA
2007 - Certified Financial Planner - - FPA
2010 - Accredited Estate Planning Strategist - - FPA
2015 - Certificate IV in Finance & Mortgage Broking - - National Finance Institute
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.