Financial Adviser
· MELBOURNE, VIC
Ivan Christopher Lee
No disciplinary history on record with ASIC
MELBOURNE,
VIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001316865
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Endeavor Asset Management
About Ivan Christopher Lee
Ivan Christopher Lee is a financial adviser based in Melbourne, Victoria. Ivan works at Ffa FP, which is licensed through Endeavor Asset Management. Ivan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ivan's qualifications include a Bachelor of Business (Accountancy) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
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 (Accountancy)
RMIT
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