JOSHUA LEE (Adviser# 001259290) 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 October 11, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JOSHUA LEE |
| Adviser Number | 001259290 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Licence ABN | 11005357522 |
| Licence Controlled By | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Adviser Start Date | 2017-10-11 |
| Appointing Representative Name | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Appointing Representative Number | 000234527 |
| Appointing Representative ABN | 11005357522 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional |
| Bachelor of Commerce | Monash University |
| Diploma of Financial Planning | Kaplan Professional Pyt Ltd |
| Specialist Unit: Foreign Exchange Tier 1 | Kaplan Professional Pty Ltd |
| Specialist Unit: Margin Lending Tier 1 | Kaplan Professional Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2017-10-11 - | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| 000234945 | COMMONWEALTH BANK OF AUSTRALIA | 2012-01-01 - 2016-12-31 | |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2009-01-01 - 2012-12-31 |
| Licence Name | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Licence Number | 000234527 |
| Licence ABN | 11005357522 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WILLIAM YORKE | Australia and New Zealand Banking Group Limited | Current | 2018-08-30 |
| RYAN BRAUND | Australia and New Zealand Banking Group Limited | Current | 2018-07-06 |
| LAURA HILLIER | Australia and New Zealand Banking Group Limited | Current | 2018-07-05 |
| PETER HULME-JONES | Australia and New Zealand Banking Group Limited | Current | 2018-07-04 |
| TAO QU | Australia and New Zealand Banking Group Limited | Current | 2018-06-26 |
| THOMAS JOHN ROBERTSON | Australia and New Zealand Banking Group Limited | Current | 2018-06-21 |
| KARLIE REBECCA STOKES | Australia and New Zealand Banking Group Limited | Current | 2018-06-18 |
| JESSICA TARYN PRESTON | Australia and New Zealand Banking Group Limited | Current | 2018-06-15 |
| DONOVAN JOSEPH WILSON | Australia and New Zealand Banking Group Limited | Current | 2018-06-15 |
| JUSTIN NEIL WALCH | Australia and New Zealand Banking Group Limited | Current | 2018-06-04 |
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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.