SHANE JOHN LEE (Adviser# 000243595) 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 6, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SHANE JOHN LEE |
| Adviser Number | 000243595 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000229883 MCPHERSON & ASSOCIATES PTY. LTD. |
| Licence ABN | 15087681561 |
| Licence Controlled By |
McPherson & Associates Holdings Pty Ltd ALLAN MCPHERSON [Date Ceased: 14/08/2017] |
| Adviser Start Date | 2015-10-06 |
| Appointing Representative Name | MCPHERSON & ASSOCIATES PTY. LTD. |
| Appointing Representative Number | 000229883 |
| Appointing Representative ABN | 15087681561 |
| Memberships |
CFP - Certified Financial Planner (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Southern Queensland |
| CFP Program | Financial Planning Association of Australia (FPA) |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) & Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000229883 |
MCPHERSON & ASSOCIATES PTY. LTD.
Licence controlled by: McPherson & Associates Holdings Pty Ltd ~ ALLAN MCPHERSON [Date Ceased: 14/08/2017] |
2015-10-06 - | MCPHERSON & ASSOCIATES PTY. LTD. |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2010-04-30 - 2015-10-06 | CHARTER FINANCIAL PLANNING LIMITED |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2007-08-01 - 2010-04-30 |
| Licence Name | MCPHERSON & ASSOCIATES PTY. LTD. |
| Licence Number | 000229883 |
| Licence ABN | 15087681561 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ZOE REDMAN | Mcpherson & Associates Pty. Ltd. | Ceased | 2016-12-01 |
| PHILIP DYSON | Mcpherson & Associates Pty. Ltd. | Current | 2016-10-01 |
| JUDITH KLEINSCHMIDT | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| KELVIN TYLER | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| ADRIAN RASMUSSEN | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| DAVID BRIESE | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| MICHELLE MCVEIGH | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| CLAIRE WATERS | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| BRADLEY HICKEY | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
| KAY MARTIN | Mcpherson & Associates Pty. Ltd. | Current | 2016-08-01 |
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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.