JODIE MELISSA LEE


Licensee: G & S FINANCIAL SOLUTIONS PTY LTD

JODIE MELISSA LEE (Adviser# 001256242) 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 8, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JODIE MELISSA LEE
Adviser Number 001256242
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000504169
G & S FINANCIAL SOLUTIONS PTY LTD
Adviser Start Date 2018-03-08
Appointing Representative Name G & S FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000504169

Authorisations to provide financial product advice

  • JODIE MELISSA 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

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services Kaplan
Bachelor of Business Charles Sturt University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000504169 G & S FINANCIAL SOLUTIONS PTY LTD 2018-03-08 - G & S FINANCIAL SOLUTIONS PTY LTD
000243179 ARMSTRONG & ASSOCIATES PTY LTD
Licence controlled by: The Trustee for PAMA Family Trust
2017-07-07 - 2018-03-08 ARMSTRONG & ASSOCIATES PTY LTD
000232686 GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED
2006-05-10 - 2017-01-20

Licensee Information

Licence Name G & S FINANCIAL SOLUTIONS PTY LTD
Licence Number 000504169

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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.