ALEXANDER EDGAR LEE (Adviser# 001002169) 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 March 19, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ALEXANDER EDGAR LEE |
| Adviser Number | 001002169 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000490448 THORNTON & LEE PTY LTD |
| Licence Controlled By | Sapient Advisory Pty Ltd |
| Adviser Start Date | 2017-03-19 |
| Appointing Representative Name | MYLES ANDREW THORNTON |
| Appointing Representative Number | 000328825 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Accounting and Financial Planning) | Curtin |
| Certified Financial Planner | CFP/ FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000490448 |
THORNTON & LEE PTY LTD
Licence controlled by: Sapient Advisory Pty Ltd |
2017-03-19 - | MYLES ANDREW THORNTON |
| 000239445 |
ARK TOTAL WEALTH PTY LTD
Licence controlled by: BSI Wealth Services |
2007-01-05 - 2016-06-30 | ARK TOTAL WEALTH PTY LTD |
| Licence Name | THORNTON & LEE PTY LTD |
| Licence Number | 000490448 |
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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.