SIUFAN LEE
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2005 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - Curtin University
2006 - Master of Finance - Masters Degree (AQF 9) - Curtin University
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2007 - Master of Accounting - Masters Degree (AQF 9) - Curtin University
2023 - Ethics & Professionalism in Finanicial Advice - Bridging Course - Ethics - Kaplan
2025 - Client engagement skills - Bridging Course - Behavioural Finance - Kaplan
🏢 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.