Ivan Lee
Financial Adviser
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About
Ivan Lee is an ASIC-registered financial adviser based in Melbourne, VIC. With a Bachelor of Business (Financial Planning) from RMIT (2024), Ivan is well-equipped to provide comprehensive financial advice tailored to your individual needs. Ivan is authorized to advise on a range of financial products, ensuring you receive well-informed and strategic guidance. He can assist with superannuation, insurance, and retirement planning, as well as investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment guidance Whether you're planning for your future, protecting your family, or seeking to grow your wealth, Ivan is committed to helping you achieve your financial goals. Contact Ivan today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Ivan Lee provide?
Ivan Lee specialises in superannuation advice, insurance, and retirement planning. He is also qualified to provide advice on investment life insurance, life risk insurance, retirement savings accounts, and government debt securities.
What qualifications does Ivan Lee have?
Ivan Lee holds a Bachelor of Business (Financial Planning) from RMIT, completed in 2024. This provides him with a solid foundation in financial planning principles.
What can I expect during my first meeting with Ivan Lee?
During your initial consultation, Ivan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How can superannuation advice from Ivan Lee benefit me?
Ivan can help you optimize your superannuation contributions, choose the right investment options within your super fund, and develop a retirement income strategy that meets your needs.
What insurance options can Ivan Lee advise me on?
Ivan can provide advice on a range of insurance products, including life risk insurance and investment life insurance, ensuring you and your family are adequately protected against unforeseen events.
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