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.
| 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 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Melbourne University |
| Introductory Personal Finance | Melbourne University |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000287804 | MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD | 2013-05-01 - | MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD |
| Licence Name | MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD |
| Licence Number | 000287804 |
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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.