Financial Adviser · IPSWICH, QLD

Matthew John Lee

29 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 000244995

Matthew John Lee is a financial adviser based in Ipswich, Queensland, with 29 years of experience in the financial services industry. Matthew is currently authorised under Professional Investment Services Pty Ltd. Matthew 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 Planning Competencies from Integratec Training. Matthew 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning Competencies

Integratec Training

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Dec 2003 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Source: ASIC Financial Advisers Register