Daniel Benjamin Lee CeMAP Mortgage Adviser ADNFC Financial Consultants

Daniel Benjamin Lee is an experienced Mortgage Adviser with a long-standing career in financial services and mortgage advice.

Daniel works with clients across a broad range of residential mortgage requirements and takes a straightforward and personal approach, taking the time to understand each client’s circumstances, requirements and longer-term objectives.

At ADNFC Financial Consultants, Daniel provides clear guidance and support throughout the mortgage process, from the initial conversation through to completion.

Professional Accreditations

LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

Bachelor of Laws (LLB)

Professional Accreditations

Marketing Assistant

Professional Accreditations

Financial Administrator

Professional Accreditations

Executive Assistant to Andrew Crook

Professional Accreditations

  • Bachelor of Commerce (BCom) in Finance & Investments
  • CII Level 3 Certificate in Mortgage Advice
  • Cert CII (MP)

Professional Accreditations

Currently working towards the LIBF Level 4 DipFA – Diploma for Financial Advisers

Professional Accreditations

DipAcc Mortgage Account Manager

Professional Accreditations

Mortgage Broker

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER®
  • Postgraduate Diploma in Financial Planning – Nelson Mandela University
  • Bachelor of Commerce (BCom) in Financial Planning – Nelson Mandela University

Professional Accreditations

  • Law Degree – Universidad Nacional de Rosario
  • Accounting Specialization – Escuela Superior de Comercio Libertador General San Martín
  • Ontological Coach – Instituto de Transformación y Coaching Rosario
  • CILS – Certification of Italian as a Foreign Language, B1 – Università per Stranieri di Siena
  • IELTS – International English Language Testing System, C1

Professional Accreditations

Diploma in Management Development (CMD)

Professional Accreditations

Commercial Finance Broker

Professional Accreditations

  • LLB (Hons) – Bachelor of Laws
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

  • LIBF Level 4 DipFA – Diploma for Financial Advisers
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

CII Level 3 Certificate in Mortgage Advice

Accreditations

LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Accreditations

  • LIBF Level 4 DipFA – Diploma for Financial Advisers
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeFA – Certificate for Financial Advisers

Professional Accreditations

LIBF Level 3 Certificate in Mortgage Advice and Practice (CeMAP)

Professional Accreditations

  • LIBF Accredited Later Life Lending Professional
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release
  • Level 3 Mortgage Advice Qualification (MAQ)
  • Level 3 Financial Planning Certificate

Professional Accreditations

  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release

Professional Accreditations

  • BSc (Hons)
  • Graduate Certificate in Mathematics Teaching
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release

Professional Accreditations

  • BSc Hons. (Property Valuation & Finance)
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release

Chartered Financial Planner

  • Chartered Financial Planner
  • FPFS – Fellow of the Personal Finance Society
  • Chartered MCSI – Chartered Member of the Chartered Institute for Securities & Investment
  • CII Level 6 Advanced Diploma in Financial Planning
  • CISI Level 6 Certificate in Private Client Investment Advice & Management
  • LIBF Level 6 Managing Investments (MANI)
  • LIBF Level 6 Taxation, Trusts and Tax Compliance (TTTC)
  • CII Level 4 Diploma in Financial Planning
  • CISI Level 4 Investment Advice Diploma – Financial Planning
  • CII Level 4 Certificate in Discretionary Investment Management
  • CII Level 4 Certificate in Advanced Mortgage Advice
  • CISI Level 4 Certificate in Paraplanning
  • LIBF Level 4 Long Term Care and Later Life Planning
  • CII Level 3 Certificate in Equity Release
  • CII Level 3 Certificate in Mortgage Advice
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • CII Level 3 Certificate in Financial Services
  • CII Level 3 Award in Long Term Care Insurance
  • CII Level 3 Award in Financial Administration
  • CII Level 3 Certificate in Regulated Services Operations
  • CII Level 3 Certificate in Investment Operations

Professional Accreditations

  • LIBF Level 4 CeMAP® Diploma
  • Level 3 Certificate in Lifetime Mortgages (CeLTM)
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release
  • MLIB

Professional Accreditations

  • Chartered Financial Planner
  • APFS – Associate of the Personal Finance Society
  • CII Level 6 Advanced Diploma in Financial Planning
  • CII Level 4 Diploma in Financial Planning
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • CII Level 3 Certificate in Equity Release
  • CII Level 3 Award in Long Term Care Insurance

Professional Accreditations

LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

Bachelor of Commerce (BCom)

Professional Accreditations​

  • Chartered Financial Planner
  • FPFS – Fellow of the Personal Finance Society
  • MCISI – Member of the Chartered Institute for Securities & Investment
  • CII Level 6 Advanced Diploma in Financial Planning
  • CII Level 4 Diploma in Regulated Financial Planning
  • CII Level 3 Certificate in Mortgage Advice
  • CII Level 3 Certificate in Equity Release
  • CII Level 3 Award in Long Term Care Insurance

Accreditations

FPFS, MCISI Chartered Financial Planner Head of Paraplanning ADNFC Financial Consultants