Financial Adviser
· MELBOURNE, VIC
Ann Le
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003841
Ann Le is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Ann is currently authorised under United Super Pty Ltd. Ann holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts and Commerce (Finance and Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Arts and Commerce (Finance and Financial Planning)
Deakin University
2014
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Advanced Diploma Financial Planning FNS60415
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional
Registration History
This adviser is not authorised to provide advice on SMSF or margin lending.
Not authorised to provide personal advice on Securities; SMSF
Source: ASIC Financial Advisers Register