Financial Adviser
· SOUTH YARRA, VIC
Calvin Say Ming Nee
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238048
Calvin Say Ming Nee is a financial adviser based in South Yarra, Victoria, with 11 years of experience in the financial services industry. Calvin is currently authorised under Australian Private Wealth Pty Ltd. Calvin 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 from RMIT. Calvin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business
RMIT
2013
Graduate Diploma of Applied Finance
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional