Financial Adviser
· MELBOURNE, VIC
Lee Yuin Chew
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294547
Lee Yuin Chew is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry. Lee is currently authorised under Financial Index Australia Pty Ltd. 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 Masters of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Accounting & Finance)
University of Melbourne
2018
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Masters of Financial Planning
Kaplan Professional