RUSSELL LLOYD LEES


Licensee: WATTLE PARTNERS PTY LTD

RUSSELL LLOYD LEES (Adviser# 001001046) 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 November 11, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name RUSSELL LLOYD LEES
Adviser Number 001001046
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000383169
WATTLE PARTNERS PTY LTD
Licence ABN 89145903840
Adviser Start Date 2010-11-11
Appointing Representative Name WATTLE PARTNERS PTY LTD
Appointing Representative Number 000383169
Appointing Representative ABN 89145903840
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • RUSSELL LLOYD LEES
  • ·
  • 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
Accredited Estate Planning Strategist FPA
Certificate IV in Finance & Mortgage Broking National Finance Institute
Certified Financial Planner FPA
Diploma of Financial Markets Securities Insitute of Australia
Graduate Diploma of Financial Planning FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000383169 WATTLE PARTNERS PTY LTD 2010-11-11 - WATTLE PARTNERS PTY LTD

Licensee Information

Licence Name WATTLE PARTNERS PTY LTD
Licence Number 000383169
Licence ABN 89145903840

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS ALEXANDER MINTON Wattle Partners Pty Ltd Ceased 2018-02-02
JAMES DAMICOUCAS Wattle Partners Pty Ltd Ceased 2017-07-11
ISHAN DANTANARAYANA Wattle Partners Pty Ltd Current 2016-09-06
ANDREW LEE BUCHTA Wattle Partners Pty Ltd Ceased 2015-04-09
JAMIE MARK NEMTSAS Wattle Partners Pty Ltd Current 2011-11-04
ERLING ASGER SORENSEN Wattle Partners Pty Ltd Ceased 2011-07-01
DREW ROBERT MEREDITH Wattle Partners Pty Ltd Current 2010-11-11
ANDREW ROBERT HEIGHT Wattle Partners Pty Ltd Ceased 2010-11-11
LISA ANNE BAUM Wattle Partners Pty Ltd Ceased 2010-11-11

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS ALEXANDER MINTON Wattle Partners Pty Ltd Ceased 2018-02-02
JAMES DAMICOUCAS Wattle Partners Pty Ltd Ceased 2017-07-11
ISHAN DANTANARAYANA Wattle Partners Pty Ltd Current 2016-09-06
ANDREW LEE BUCHTA Wattle Partners Pty Ltd Ceased 2015-04-09
JAMIE MARK NEMTSAS Wattle Partners Pty Ltd Current 2011-11-04
ERLING ASGER SORENSEN Wattle Partners Pty Ltd Ceased 2011-07-01
DREW ROBERT MEREDITH Wattle Partners Pty Ltd Current 2010-11-11
ANDREW ROBERT HEIGHT Wattle Partners Pty Ltd Ceased 2010-11-11
LISA ANNE BAUM Wattle Partners Pty Ltd Ceased 2010-11-11

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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.