Financial Adviser · IPSWICH, QLD

Matthew John Lee

IPSWICH, QLD

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 000244995

Currently at

Professional Investment Services

Bundall, QLD (firm address)

View firm profile

About Matthew John Lee

Matthew John Lee is a financial adviser based in Ipswich, Queensland, with 29 years of experience in the financial services industry since 1997. Matthew is currently authorised under Professional Investment Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Diploma of Financial Planning Competencies from Integratec Training. Matthew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning Competencies

Integratec Training

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Dec 2003 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Source: ASIC Financial Advisers Register