Financial Adviser · MELBOURNE, VIC

Alexander Lee

MELBOURNE, VIC

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 000450456

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Alexander Lee

Alexander Lee is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Alexander is currently authorised under Count Financial Limited, operating through Count Financial. 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 Bachelor of Commerce (Financial Planning) from Deakin University.

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

2011

Bachelor of Commerce (Financial Planning)

Deakin University

2020

Accredited Aged Care Professional Program

Aged Care Steps

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Count Financial Limited

Feb 2020 - Present Current

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Sep 2015 - Feb 2020 Ceased

Source: ASIC Financial Advisers Register