KEVIN JIN FAI LEE (Adviser# 001258073) 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 August 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KEVIN JIN FAI LEE |
| Adviser Number | 001258073 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000234665 CHARTER FINANCIAL PLANNING LIMITED |
| Licence ABN | 35002976294 |
| Licence Controlled By |
AMP ADVICE HOLDINGS PTY LTD AMP LIMITED [Date Ceased: 27/02/2016] |
| Adviser Start Date | 2018-08-01 |
| Appointing Representative Name | CHARTER FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000234665 |
| Appointing Representative ABN | 35002976294 |
| 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. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Industry Standard Education | RG146 specialist knowledge - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 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. |
2018-08-01 - | CHARTER FINANCIAL PLANNING LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2017-09-07 - 2018-02-09 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Number | 000234665 |
| Licence ABN | 35002976294 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RUSHAN MANOJ ATTYGALLA | Charter Financial Planning Limited | Current | 2018-08-31 |
| ANJALI DAS | Charter Financial Planning Limited | Current | 2018-08-31 |
| THI NHUNG NHI TRAN | Charter Financial Planning Limited | Current | 2018-08-30 |
| TAYLOR LEE WARD | Charter Financial Planning Limited | Current | 2018-08-09 |
| KRISTOFER JAMES JENKINS | Charter Financial Planning Limited | Current | 2018-08-01 |
| BIANCA CAITLYN DEZOTTI | Charter Financial Planning Limited | Current | 2018-07-23 |
| ANTHONY PAINO | Charter Financial Planning Limited | Current | 2018-07-23 |
| CAROLYN ROPER | Charter Financial Planning Limited | Current | 2018-07-18 |
| CARYN MICHELLE WILDE | Charter Financial Planning Limited | Current | 2018-07-13 |
| JOANNE LESLEY O'BRIEN | Charter Financial Planning Limited | Current | 2018-07-13 |
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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.