Financial Adviser
· SYDNEY, NSW
Andersen Lee
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269837
Andersen Lee is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Andersen is currently authorised under Evans And Partners Pty. Ltd. Andersen holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce
University of New South Wales
2017
Bachelor of Economics
University of New South Wales
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Chartered Financial Analyst Program
CFA Institute
2023
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2024
Tax for Financial Advising
Kaplan Higher Education