PETER LEE


Licensee: ROSKOW INDEPENDENT ADVISORY PTY LTD

PETER LEE (Adviser# 000445237) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 10, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER LEE
Adviser Number 000445237
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000429377
ROSKOW INDEPENDENT ADVISORY PTY LTD
Licence ABN 38139380260
Adviser Start Date 2013-09-10
Appointing Representative Name ROSKOW INDEPENDENT ADVISORY PTY LTD
Appointing Representative Number 000429377
Appointing Representative ABN 38139380260
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PETER LEE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Acc & FinPlan) Griffith University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000429377 ROSKOW INDEPENDENT ADVISORY PTY LTD 2013-09-10 - ROSKOW INDEPENDENT ADVISORY PTY LTD

Licensee Information

Licence Name ROSKOW INDEPENDENT ADVISORY PTY LTD
Licence Number 000429377
Licence ABN 38139380260

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SAMUEL TURRISI Roskow Independent Advisory Pty Ltd Current 2017-04-28
KIRSTEN ELLITA TOWNSEND Roskow Independent Advisory Pty Ltd Current 2017-01-03
TOM BARLOW Roskow Independent Advisory Pty Ltd Current 2014-10-13
GRAHAM RICHARD STEWART Roskow Independent Advisory Pty Ltd Current 2014-06-10
ADRIANO DONATO Roskow Independent Advisory Pty Ltd Current 2013-09-10
MATTHEW JOSEPH ROSS Roskow Independent Advisory Pty Ltd Current 2013-01-01
NEIL PHILIP SALKOW Roskow Independent Advisory Pty Ltd Current 2013-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SAMUEL TURRISI Roskow Independent Advisory Pty Ltd Current 2017-04-28
KIRSTEN ELLITA TOWNSEND Roskow Independent Advisory Pty Ltd Current 2017-01-03
TOM BARLOW Roskow Independent Advisory Pty Ltd Current 2014-10-13
GRAHAM RICHARD STEWART Roskow Independent Advisory Pty Ltd Current 2014-06-10
ADRIANO DONATO Roskow Independent Advisory Pty Ltd Current 2013-09-10
MATTHEW JOSEPH ROSS Roskow Independent Advisory Pty Ltd Current 2013-01-01
NEIL PHILIP SALKOW Roskow Independent Advisory Pty Ltd Current 2013-01-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.