TIMMY LEE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2016 - Certified Financial Planner - Professional Designations - FAAA
2019 - Ethics Bridging - Bridging Course - Ethics - 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.