FRANCIS LEE


Licensee: MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

FRANCIS LEE (Adviser# 001001881) 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 May 1, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name FRANCIS LEE
Adviser Number 001001881
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000287804
MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Adviser Start Date 2013-05-01
Appointing Representative Name MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Appointing Representative Number 000287804

Authorisations to provide financial product advice

  • FRANCIS 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 Melbourne University
Introductory Personal Finance Melbourne University
Margin Lending and Geared Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000287804 MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD 2013-05-01 - MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Licensee Information

Licence Name MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Licence Number 000287804

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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.