Financial Adviser
· SYDNEY, NSW
Wanhee Lee
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004333
Wanhee Lee is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Wanhee is currently authorised under Evans And Partners Pty. Ltd. Wanhee holds authorisations to advise on managed investments, securities, derivatives and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting and Finance) from University of New South Wales. Wanhee is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Accounting and Finance)
University of New South Wales
2015
Professional Diploma in Stockbroking
SAFAA
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC007B Client Engagement Skills.
Behavioural Finance - Kaplan Higher Education