Financial Adviser
· SYDNEY, NSW
Michelle Lee
No disciplinary history on record with ASIC
22
Years experience
ASIC Registered · ADV 001002323
Michelle Lee is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Michelle is currently authorised under Ord Minnett Limited. Michelle holds authorisations to advise on superannuation, life insurance, managed investments and securities. Their qualifications include a Master of Commerce from University of New South Wales.
Authorised to Advise On
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2004
Master of Commerce
University of New South Wales
2007
ASX Accredited Derivatives Adviser
- Kaplan
2007
Advanced Diploma of Financial Planning
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register