Financial Adviser
· MELBOURNE, VIC
Lee Hutchison
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004928
Lee Hutchison is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Lee is currently authorised under Perpetual Trustee Company Limited. 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 Bachelor of Business and Commerce from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business and Commerce
Monash University
2018
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Education Pty Ltd
2024
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register