Financial Adviser
· RUNCORN, QLD
Pei-chun Helen Lee
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258978
Pei-chun Helen Lee is a financial adviser based in Runcorn, Queensland, with 9 years of experience in the financial services industry. Pei-chun is currently authorised under Australian Mortgage And Financial Advisers Pty Ltd. Pei-chun 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 Master of Business Administration from Central Queensland University.
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
2000
Master of Business Administration
Central Queensland University
2002
Master of Information Systems
Central Queensland University
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan