Lee Leng Sim
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263292
- Location
- Subiaco WA 6008
- Licensee
- Astute Advisory Services Pty Ltd (AFSL 337806)
- Authorised since
- 4 August 2021
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, University of Western Australia (2007); Certified Practising Accountant (CPA) Program, CPA Australia (2010); Advanced Diploma of Financial Planning (FNS60415), Mentor Education (2018); Ethics for Financial Services (MAI769), Deakin University (2023)
- Memberships
- CPA Australia (CPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lee Leng Sim
Lee Leng Sim is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Subiaco, Western Australia (adviser number 001263292).
Advice is given under the Australian financial services licence of Astute Advisory Services Pty Ltd, licence number 337806. The current authorisation started on 4 August 2021.
The register records 2018 as the year Lee first provided financial advice. The qualifications listed for Lee include Bachelor of Commerce (University of Western Australia, 2007), Certified Practising Accountant (CPA) Program (CPA Australia, 2010) and Advanced Diploma of Financial Planning (FNS60415) (Mentor Education, 2018). Professional memberships recorded: CPA Australia (CPA).
Lee is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lee Leng Sim a registered financial adviser?
Yes. Lee Leng Sim is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263292.
Which licensee does Lee Leng Sim work under?
Astute Advisory Services Pty Ltd, Australian financial services licence 337806.
What can Lee Leng Sim 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.