Financial Adviser
· SUBIACO, WA
Lee Leng Sim
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263292
Lee Leng Sim is a financial adviser based in Subiaco, Western Australia, with 8 years of experience in the financial services industry. Lee is currently authorised under Astute Advisory Services 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 Bachelor of Commerce from University of Western Australia. Lee is a member of CPA Australia (CPA).
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
2007
Bachelor of Commerce
University of Western Australia
2010
Certified Practising Accountant (CPA) Program
CPA Australia
2018
Advanced Diploma of Financial Planning (FNS60415)
Mentor Education
2023
Ethics for Financial Services (MAI769)
Ethics - Deakin University
Registration History
Source: ASIC Financial Advisers Register