Financial Adviser · FORTITUDE VALLEY, QLD

Mary Ann Lee

37 Years experience
Tax advice
authorised
ASIC Registered · ADV 000244994

Mary Ann Lee is a financial adviser based in Fortitude Valley, Queensland, with 37 years of experience in the financial services industry. Mary is currently authorised under Professional Investment Services Pty Ltd. Mary 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 Diploma of Financial Services (Finance/Mortgage Broking Management) from AAMC. Mary is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2001
Risk Management
Accredited
2004
Self Managed Super Fund Course
Tower Trust
2010
Margin Lending
Kaplan
2011
ASX Securities
Kaplan
2011
Diploma of Financial Services (Finance/Mortgage Broking Management)
AAMC

Registration History

Dec 2003 - Present Current

Source: ASIC Financial Advisers Register