Francis Lee
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001881
- Location
- Melbourne VIC 3000
- Licensee
- Moneywise Personal Financial Management Pty Ltd (AFSL 287804)
- Authorised since
- 1 May 2013
- First provided advice
- 2013
- Qualifications
- Introductory Personal Finance, Melbourne University (2008); Bachelor of Commerce, Melbourne University (2009); Margin Lending and Geared Investments, Kaplan (2011); SuperConcepts Specialist SMSF Online Course, The University of Adelaide and SuperConcepts (2024); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Francis Lee
Francis Lee is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001881.
Francis provides advice as an authorised representative of Moneywise Personal Financial Management Pty Ltd, which holds Australian financial services licence 287804. The current authorisation started on 1 May 2013.
According to the register, Francis first provided financial advice in 2013. The qualifications listed for Francis include Introductory Personal Finance (Melbourne University, 2008), Bachelor of Commerce (Melbourne University, 2009) and Margin Lending and Geared Investments (Kaplan, 2011).
Francis is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Francis Lee a registered financial adviser?
Yes. Francis Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001881.
Which licensee does Francis Lee work under?
Moneywise Personal Financial Management Pty Ltd, Australian financial services licence 287804.
What can Francis Lee give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.