Financial Adviser
· MELBOURNE, VIC
Francis Lee
No disciplinary history on record with ASIC
MELBOURNE,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001881
Currently at
Melbourne, VIC (firm address)
Francis Lee is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Francis is currently authorised under Moneywise Personal Financial Management. Francis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Francis's qualifications include a Bachelor of Commerce from Melbourne University.
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
Introductory Personal Finance
Melbourne University
2009
Bachelor of Commerce
Melbourne University
2011
Margin Lending and Geared Investments
Kaplan
2024
SuperConcepts Specialist SMSF Online Course
The University of Adelaide and SuperConcepts
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register