ALBERT LEE


Licensee: FINANCIAL DECISIONS PTY LTD

ALBERT LEE (Adviser# 001000062) 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 December 16, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALBERT LEE
Adviser Number 001000062
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000341678
FINANCIAL DECISIONS PTY LTD
Licence ABN 14121685318
Adviser Start Date 2009-12-16
Appointing Representative Name FINANCIAL DECISIONS PTY LTD
Appointing Representative Number 000341678
Appointing Representative ABN 14121685318

Authorisations to provide financial product advice

  • ALBERT LEE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce The University of Queensland
Diploma of Financial Planning Deakin University
Foreign Exchange & Derivatives Knowledge and Skills - Kaplan
Margin Lending and Geared Investments Kaplan
Master of Business in Finance University of Technology Sydney

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000341678 FINANCIAL DECISIONS PTY LTD 2009-12-16 - FINANCIAL DECISIONS PTY LTD

Licensee Information

Licence Name FINANCIAL DECISIONS PTY LTD
Licence Number 000341678
Licence ABN 14121685318

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LEONITA KOSASIH Financial Decisions Pty Ltd Current 2018-08-31
DANIELLE ZOE SHACKLADY Financial Decisions Pty Ltd Ceased 2017-07-15
TIM COLLINS Financial Decisions Pty Ltd Current 2016-03-01
MARGARET PATRICIA CHANNELL Financial Decisions Pty Ltd Ceased 2012-06-20
DAMIEN PAUL COOPER Financial Decisions Pty Ltd Current 2009-12-16
MATTHEW CHARLES COLLINS Financial Decisions Pty Ltd Current 2009-12-16
TIMOTHY PATRICK BROSNAN Financial Decisions Pty Ltd Current 2009-12-16

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LEONITA KOSASIH Financial Decisions Pty Ltd Current 2018-08-31
DANIELLE ZOE SHACKLADY Financial Decisions Pty Ltd Ceased 2017-07-15
TIM COLLINS Financial Decisions Pty Ltd Current 2016-03-01
MARGARET PATRICIA CHANNELL Financial Decisions Pty Ltd Ceased 2012-06-20
DAMIEN PAUL COOPER Financial Decisions Pty Ltd Current 2009-12-16
MATTHEW CHARLES COLLINS Financial Decisions Pty Ltd Current 2009-12-16
TIMOTHY PATRICK BROSNAN Financial Decisions Pty Ltd Current 2009-12-16

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Dataset Information


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.