Financial Adviser
· CHATSWOOD, NSW
Amanda Jane Lee
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002105
Amanda Jane Lee is a financial adviser based in Chatswood, New South Wales, with 30 years of experience in the financial services industry. Amanda is currently authorised under Stewart Brown Advisory Pty Ltd. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Amanda is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Economics
Macquarie University
1996
CPA
CPA Australia
2002
Certified Financial Planner
Financial Planning Association of Australia
2014
SMSF Specialist Adviser
SMSF Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan