Financial Adviser · DERRIMUT, VIC

Lee James Forde

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000296344

Lee James Forde is a financial adviser based in Derrimut, Victoria, with 26 years of experience in the financial services industry. Lee is currently authorised under Finchley & Kent 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Accountancy)

Royal Melbourne Institute of Technology

2003

Diploma of Financial Planning (1-8)

Financial Planning Association of Australia (FPA)

2005

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2018

Specialist Self Managed Superannuation Funds

International Institute of Technology

2019

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Finchley & Kent Pty Ltd

Jul 2024 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

Sambe Investments Pty. Limited

May 2021 - Aug 2024 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

Capstone Financial Planning Pty Ltd

Mar 2018 - May 2021 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

APOGEE FINANCIAL PLANNING PTY LTD

Jun 2012 - Mar 2018 Ceased

Charter Financial Planning Limited

Jul 2009 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register