AMANDA JANE LEE (Adviser# 001002105) 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 July 2, 2010.
| Register Name | Financial Advisers |
| Adviser Name | AMANDA JANE LEE |
| Adviser Number | 001002105 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000355094 ML FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 16122787311 |
| Adviser Start Date | 2010-07-02 |
| Appointing Representative Name | ML FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000355094 |
| Appointing Representative ABN | 16122787311 |
| Memberships |
CPA Australia (CPA) CPA Australia (CPA) Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) SMSF Association SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Macquarie University |
| Bachelor of Economics | Macquarie University |
| Certified Financial Planner | Deakin University |
| Certified Financial Planner | Deakin University |
| Certified Practicing Accountant | CPA Australia |
| Certified Practicing Accountant | CPA Australia |
| Registered Tax Agent | Tax Practitioners Board |
| Registered Tax Agent | Tax Practitioners Board |
| SMSF Specialist Advisor | Self Managed Super Fund Association |
| SMSF Specialist Advisor | Self Managed Super Fund Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000355094 | ML FINANCIAL SOLUTIONS PTY LTD | 2010-07-02 - | ML FINANCIAL SOLUTIONS PTY LTD |
| 000355134 | STEWART BROWN ADVISORY PTY LTD | 2010-07-01 - | STEWART BROWN ADVISORY PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2008-08-04 - 2010-07-01 | AMANDA JANE LEE |
| Licence Name | ML FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000355094 |
| Licence ABN | 16122787311 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BI-CHUN LIANG | Ml Financial Solutions Pty Ltd | Current | 2017-11-15 |
| SALLIE PHU | Ml Financial Solutions Pty Ltd | Current | 2017-11-15 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BI-CHUN LIANG | Ml Financial Solutions Pty Ltd | Current | 2017-11-15 |
| SALLIE PHU | Ml Financial Solutions Pty Ltd | Current | 2017-11-15 |
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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.