SUSANNA LEE (Adviser# 001265981) 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 | SUSANNA LEE |
Adviser Number | 001265981 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2004 |
Financial Service (AFS) Licence |
Licence# 000488737 AUSTAX ACCOUNTING SERVICES PTY LTD |
Licence Controlled By | Susanna Chee San LEE |
Adviser Start Date | 2017-07-01 |
Appointing Representative Name | AUSTAX ACCOUNTING SERVICES PTY LTD |
Appointing Representative Number | 000488737 |
Memberships | CPA Australia (CPA) |
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Qualification / Degree | Institute / School |
---|---|
Diploma of Financial Services (Financial Planning) | Kaplan Professional |
Self Managed Superannuation Funds | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000488737 |
AUSTAX ACCOUNTING SERVICES PTY LTD
Licence controlled by: Susanna Chee San LEE |
2017-07-01 - | AUSTAX ACCOUNTING SERVICES PTY LTD |
Licence Name | AUSTAX ACCOUNTING SERVICES PTY LTD |
Licence Number | 000488737 |
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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.