Financial Adviser · PERTH, WA

Michael Dennis Lee

37 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003033

Michael Dennis Lee is a financial adviser based in Perth, Western Australia, with 37 years of experience in the financial services industry. Michael is currently authorised under Flinders Financial Services Pty Ltd. Michael 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Michael is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1993
Certificate in Financial Markets
Securities Institute of Australia
1993
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2006
SMSF Specialist Advisor
Self Managed Super Fund Association
2021
FASEA Exam
FASEA Standards Authority

Registration History

Sep 2021 - Present Current
Dec 2009 - Dec 2020 Ceased

Source: ASIC Financial Advisers Register