Michael Dennis Lee
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003033
- Location
- Perth WA 6000
- Licensee
- Flinders Financial Services Pty Ltd (AFSL 231155)
- Authorised since
- 20 September 2021
- First provided advice
- 1989
- Qualifications
- Certificate in Financial Markets, Securities Institute of Australia (1993); Certified Financial Planner, Financial Planning Association of Australia (FPA) (1993); SMSF Specialist Advisor, Self Managed Super Fund Association (2006); FASEA Exam, FASEA Standards Authority (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Michael Dennis Lee
On the Financial Advisers Register kept by ASIC, Michael Dennis Lee appears as a current financial adviser in Perth, Western Australia, adviser number 001003033.
Advice is given under the Australian financial services licence of Flinders Financial Services Pty Ltd, licence number 231155. The current authorisation started on 20 September 2021.
The register records 1989 as the year Michael first provided financial advice. Qualifications and training on file include Certificate in Financial Markets (Securities Institute of Australia, 1993), Certified Financial Planner (Financial Planning Association of Australia (FPA), 1993) and SMSF Specialist Advisor (Self Managed Super Fund Association, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Michael 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 Michael Dennis Lee a registered financial adviser?
Yes. Michael Dennis Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003033.
Which licensee does Michael Dennis Lee work under?
Flinders Financial Services Pty Ltd, Australian financial services licence 231155.
What can Michael Dennis 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.