ALBERT LEE (Adviser# 001000062) 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 December 16, 2009.
| Register Name | Financial Advisers |
| Adviser Name | ALBERT LEE |
| Adviser Number | 001000062 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000341678 FINANCIAL DECISIONS PTY LTD |
| Licence ABN | 14121685318 |
| Adviser Start Date | 2009-12-16 |
| Appointing Representative Name | FINANCIAL DECISIONS PTY LTD |
| Appointing Representative Number | 000341678 |
| Appointing Representative ABN | 14121685318 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | The University of Queensland |
| Diploma of Financial Planning | Deakin University |
| Foreign Exchange & Derivatives | Knowledge and Skills - Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Master of Business in Finance | University of Technology Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000341678 | FINANCIAL DECISIONS PTY LTD | 2009-12-16 - | FINANCIAL DECISIONS PTY LTD |
| Licence Name | FINANCIAL DECISIONS PTY LTD |
| Licence Number | 000341678 |
| Licence ABN | 14121685318 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LEONITA KOSASIH | Financial Decisions Pty Ltd | Current | 2018-08-31 |
| DANIELLE ZOE SHACKLADY | Financial Decisions Pty Ltd | Ceased | 2017-07-15 |
| TIM COLLINS | Financial Decisions Pty Ltd | Current | 2016-03-01 |
| MARGARET PATRICIA CHANNELL | Financial Decisions Pty Ltd | Ceased | 2012-06-20 |
| DAMIEN PAUL COOPER | Financial Decisions Pty Ltd | Current | 2009-12-16 |
| MATTHEW CHARLES COLLINS | Financial Decisions Pty Ltd | Current | 2009-12-16 |
| TIMOTHY PATRICK BROSNAN | Financial Decisions Pty Ltd | Current | 2009-12-16 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LEONITA KOSASIH | Financial Decisions Pty Ltd | Current | 2018-08-31 |
| DANIELLE ZOE SHACKLADY | Financial Decisions Pty Ltd | Ceased | 2017-07-15 |
| TIM COLLINS | Financial Decisions Pty Ltd | Current | 2016-03-01 |
| MARGARET PATRICIA CHANNELL | Financial Decisions Pty Ltd | Ceased | 2012-06-20 |
| DAMIEN PAUL COOPER | Financial Decisions Pty Ltd | Current | 2009-12-16 |
| MATTHEW CHARLES COLLINS | Financial Decisions Pty Ltd | Current | 2009-12-16 |
| TIMOTHY PATRICK BROSNAN | Financial Decisions Pty Ltd | Current | 2009-12-16 |
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| 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.