Matthew John Lee
Financial Adviser in Ipswich, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244995
- Location
- Ipswich QLD 4305
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning Competencies, Integratec Training (2003); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew John Lee
Matthew John Lee is a financial adviser in Ipswich, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000244995.
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. That authorisation dates from 8 December 2003.
According to the register, Matthew first provided financial advice in 1997. The qualifications listed for Matthew include Diploma of Financial Planning Competencies (Integratec Training, 2003) and Ethics and Professionalism in Financial Advice Course (FPC002B) (Kaplan Higher Education, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Matthew John Lee a registered financial adviser?
Yes. Matthew John Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244995.
Which licensee does Matthew John Lee work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Matthew John Lee give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."