Financial Adviser
· SYDNEY, NSW
Da Hye Lee
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253855
Da Hye Lee is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Da is currently authorised under Mufg Retire360 Pty Limited. Da holds authorisations to advise on superannuation and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Applied Finance with the degree of Bachelor of Commerce
2015
Diploma of Financial Planning FNS50611
Monarch Institute
2016
Advanced Diploma of Financial Planning FNS60415
Monarch Institute
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Master of Financial Planning
Kaplan Professional
Registration History
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register