Financial Adviser · PORT MACQUARIE, NSW

Lee Hendrick Riske

PORT MACQUARIE, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000271460

Currently at

Smarter Financial

Port Macquarie, NSW (firm address)

View firm profile

Lee Hendrick Riske is a financial adviser based in Port Macquarie, New South Wales, with 22 years of experience in the financial services industry since 2004. Lee is currently authorised under Smarter Financial Planning, operating through Smarter Financial. Lee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lee's qualifications include a Advanced Diploma of Financial Planning from Pinnacle Financial Services Academy Pty Ltd. Lee is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Advising

Securities Institute

2005

Diploma of Financial Services (Financial Planning)

Securities Institute

2008

Certificate III in Financial Services

National Insurance Brokers Association (NIBA)

2013

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

Registration History

Smarter Financial Planning Pty Ltd

Dec 2023 - Present Current

Loyalty Financial Services Pty Ltd

Oct 2021 - Dec 2023 Ceased

Nsw Complete Financial Services Group Pty Ltd

Jul 2019 - Oct 2021 Ceased

Charter Financial Planning Limited

Oct 2011 - Jul 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

Oct 2006 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register