Financial Adviser
· WARNERS BAY, NSW
Lee Scott Emery
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000178
Lee Scott Emery is a financial adviser based in Warners Bay, New South Wales, with 25 years of experience in the financial services industry. Lee is currently authorised under Team Super Services Pty Ltd. Lee 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 CFP1 Ethics, Professionalism and Compliance from FPA. Lee 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services Financial Planning
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2005
Diploma of Financial Services
- Tribeca
2006
Advanced Diploma of Financial Services Financial Planning
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services
- Tribeca
2006
CFP1 Ethics, Professionalism and Compliance
FPA
2011
Self Managed Superannuation Funds
Kaplan Professional
2021
FASEA Adviser Exam
FASEA
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Securities excludes direct equities advice
Securities: Class of product only.
Source: ASIC Financial Advisers Register