Financial Adviser
· SYDNEY, NSW
Timothy Hock Seong Lee
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000665
Timothy Hock Seong Lee is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Timothy is currently authorised under Spark Advisors Australia Pty Ltd. Timothy 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 Bachelor of Business (Marketing) from Queensland University of Technology. Timothy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Marketing)
Queensland University of Technology
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2014
SMSF
Kaplan
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
QINVEST LIMITED
Source: ASIC Financial Advisers Register