Financial Adviser
· PERTH, WA
Siufan Lee
No disciplinary history on record with ASIC
PERTH,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000345732
About Siufan Lee
Siufan Lee is a financial adviser based in Perth, Western Australia, with 16 years of experience in the financial services industry since 2010. Siufan is currently authorised under Unisuper Management. Siufan holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Siufan's qualifications include a Master of Finance from Curtin University. Siufan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Economics)
Curtin University
2006
Master of Finance
Curtin University
2007
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2007
Master of Accounting
Curtin University
2023
Ethics & Professionalism in Finanicial Advice
Ethics - Kaplan
2025
Client engagement skills
Behavioural Finance - Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SMF WEALTH MANAGEMENT PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register