Financial Adviser
· SYDNEY, NSW
Alexander Edgar Lee
No disciplinary history on record with ASIC
SYDNEY,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002169
Alexander Edgar Lee is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. Alexander is currently authorised under Thornton & Lee, operating through Myles Andrew Thornton. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Certified Financial Planner from CFP/FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Financial Planning & Accounting)
Curtin University
2007
Certified Financial Planner
CFP/FPA
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register