Financial Adviser
· MELBOURNE, VIC
Ivan Christopher Lee
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001316865
Ivan Christopher Lee is a financial adviser based in Melbourne, Victoria. Ivan is currently authorised under Endeavor Asset Management Pty. Ltd.. Ivan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ivan holds a Bachelor of Business (Financial Planning) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Government Debentures, Stocks or Bonds - Class product only. Authorised for superannuation except SMSF.
Authorised to provide tax financial advice services
Qualifications and Training
2024
Bachelor of Business (Financial Planning)
RMIT
Registration History
Government Debentures, Stocks or Bonds - Class product only. Authorised for superannuation except SMSF.
Source: ASIC Financial Advisers Register