ALVIN LEE (Adviser# 001264765) 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 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ALVIN LEE |
| Adviser Number | 001264765 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000485720 LEE AND ASSOCIATES (AUSTRALIA) PTY LTD |
| Licence Controlled By | Alvin LEE |
| Adviser Start Date | 2017-07-01 |
| Appointing Representative Name | LEE AND ASSOCIATES (AUSTRALIA) PTY LTD |
| Appointing Representative Number | 000485720 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Ombudsman Service Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate of Public Practice | IPA |
| Chartered Accountant | ICAA |
| SMSF Accountants Package | Kaplan Professionals |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485720 |
LEE AND ASSOCIATES (AUSTRALIA) PTY LTD
Licence controlled by: Alvin LEE |
2017-07-01 - | LEE AND ASSOCIATES (AUSTRALIA) PTY LTD |
| Licence Name | LEE AND ASSOCIATES (AUSTRALIA) PTY LTD |
| Licence Number | 000485720 |
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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.