Financial Adviser
· HAMPSTEAD GARDENS, SA
Lee Fen Goh
No disciplinary history on record with ASIC
HAMPSTEAD GARDENS,
SA
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000326788
Lee Fen Goh is a financial adviser based in Hampstead Gardens, South Australia, with 18 years of experience in the financial services industry since 2008. Lee is currently authorised under Consultum Financial Advisers. 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2018
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education