Financial Adviser
· CHERMSIDE WEST, QLD
Lee Alan Walker
No disciplinary history on record with ASIC
CHERMSIDE WEST,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000413204
About Lee Alan Walker
Lee Alan Walker is a financial adviser based in Chermside West, Queensland, with 16 years of experience in the financial services industry since 2010. Lee is currently authorised under Lifespan Financial Planning. 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 Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance from University of Bristol. Lee is a member of CFP - Certified Financial Planner (FPA).
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
2005
Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance
University of Bristol
2010
Diploma of Financial Services (Financial Planning)
IIT
2011
Margin Lending and Geared Investments
Kaplan
2012
Self Managed Superannuation Funds
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register