Financial Adviser · DOVER HEIGHTS, NSW

Michael Morris Lenn

DOVER HEIGHTS, NSW
3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001289451
Currently at
Bondi Beach, NSW (firm address)

About Michael Morris Lenn

Michael Morris Lenn is a financial adviser based in Dover Heights, New South Wales, with 3 years of experience in the financial services industry since 2023. Michael is currently authorised under Lenn Licencing Company. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Master of Commerce from University of New South Wales. Michael is a member of Chartered Financial Analyst Institute (CFA Institute).

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

1994
Bachelor of Economics
University of New South Wales
1997
Master of Commerce
University of New South Wales
2012
Chartered Financial Analyst
CFA Institute
2020
Graduate Diploma in Financial Planning
Kaplan Professional

Registration History

Jan 2025 - Present Current
Jul 2021 - Jul 2025 Ceased

Source: ASIC Financial Advisers Register