Financial Adviser
· BIRTINYA, QLD
Brandon Wiley Lee
No disciplinary history on record with ASIC
BIRTINYA,
QLD
4
Years experience
ASIC Registered · ADV 001294553
About Brandon Wiley Lee
Brandon Wiley Lee is a financial adviser based in Birtinya, Queensland, with 4 years of experience in the financial services industry since 2022. Brandon is currently authorised under Pgw Financial Services. Brandon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Brandon's qualifications include a Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2020
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
SMSF Regulation and Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register