Data sourced from ASIC Financial Advisers Register
Financial Adviser · KEW EAST, VIC

Joshua Lee

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001257945

Joshua Lee is a financial adviser based in Kew East, Victoria, with 9 years of experience in the financial services industry. Joshua is currently authorised under Akumin Financial Planning Pty Limited. Joshua 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 Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2017
Advanced Diploma of Financial Planning
Monarch Institute
2017
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2017
Diploma of Financial Planning
Monarch Institute
2017
Self Managed Superannuation Funds
Monarch Institute
2019
Bachelor of Business (Accounting)
Swinburne University of Technology
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Oct 2017 - Aug 2018 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
MYONLINEADVISERS PTY LTD
Aug 2017 - Oct 2017 Ceased
Advice on superannuation excludes self managed superannuation funds.

Source: ASIC Financial Advisers Register