Florence Tee
Financial Adviser
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About
Florence Tee is an ASIC-registered financial adviser dedicated to helping individuals and families in Docklands, VIC, achieve their financial goals. With a Bachelor of Commerce from the University of Melbourne (2005), a Diploma of Financial Services (2008), and a Diploma of Finance & Mortgage Broking Management (2014), Florence possesses a comprehensive understanding of the financial landscape. She is also a CPA (2011) and a member of both CPA Australia and the Mortgage & Finance Association of Australia (MFAA), reflecting her commitment to upholding the highest professional standards. Florence is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Florence can provide tailored solutions to meet your specific needs. Contact Florence today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Florence Tee offer?
Florence Tee specialises in providing advice on superannuation, insurance, wealth management, retirement planning, and investment strategies. She can help you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Florence Tee's qualifications and professional memberships?
Florence holds a Bachelor of Commerce from the University of Melbourne, a Diploma of Financial Services, and a Diploma of Finance & Mortgage Broking Management. She is also a CPA and a member of CPA Australia and the Mortgage & Finance Association of Australia (MFAA).
How does Florence Tee approach financial planning?
Florence takes a personalised approach to financial planning, taking the time to understand your unique circumstances, goals, and risk tolerance. She then develops tailored strategies to help you achieve your financial objectives.
What can I expect during my first meeting with Florence Tee?
During your initial consultation with Florence, you can expect a friendly and informative discussion about your financial situation and goals. She will explain her services and how she can help you achieve your objectives.
Why should I choose Florence Tee as my financial advisor?
Florence Tee's extensive qualifications, professional memberships, and commitment to providing personalised advice make her a trusted partner in helping you achieve your financial goals. Her comprehensive understanding of financial products and strategies ensures you receive well-informed and tailored solutions.
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