Pei-Chun Helen Lee
Financial Adviser in Runcorn, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001258978
- Location
- Runcorn QLD 4113
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 1 July 2019
- First provided advice
- 2017
- Qualifications
- Master of Business Administration, Central Queensland University (2000); Master of Information Systems, Central Queensland University (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Pei-Chun Helen Lee
Pei-Chun Helen Lee is a financial adviser in Runcorn, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001258978.
Advice is given under the Australian financial services licence of Australian Mortgage and Financial Advisers Pty Ltd, licence number 389206. That authorisation dates from 1 July 2019.
According to the register, Pei-Chun first provided financial advice in 2017. Qualifications and training on file include Master of Business Administration (Central Queensland University, 2000), Master of Information Systems (Central Queensland University, 2002) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008).
Pei-Chun 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 Pei-Chun Helen Lee a registered financial adviser?
Yes. Pei-Chun Helen Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001258978.
Which licensee does Pei-Chun Helen Lee work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Pei-Chun Helen 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.