GERALDINE GLORIA LEE (Adviser# 001264366) 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 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GERALDINE GLORIA LEE |
| Adviser Number | 001264366 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000483940 FORTIZ ACCOUNTANTS PTY. LTD. |
| Licence Controlled By |
Geraldine LEE Sabrina Suan Choo ONG |
| Adviser Start Date | 2018-05-26 |
| Appointing Representative Name | FORTIZ ACCOUNTANTS PTY. LTD. |
| Appointing Representative Number | 000483940 |
| Memberships |
CPA Australia (CPA) Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants SMSF Package | Kaplan |
| Diploma in Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000483940 |
FORTIZ ACCOUNTANTS PTY. LTD.
Licence controlled by: Geraldine LEE ~ Sabrina Suan Choo ONG |
2018-05-26 - | FORTIZ ACCOUNTANTS PTY. LTD. |
| Licence Name | FORTIZ ACCOUNTANTS PTY. LTD. |
| Licence Number | 000483940 |
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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.