Amanda Jane Lee – Financial Adviser
Adviser identifying number: 1002152
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: ML FINANCIAL SOLUTIONS PTY LTD
Licence number: 355094
Licensee’s ABN: 16122787311
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ML FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 355094
Authorised Representative’s ABN: 16122787311
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Bachelor of Economics – Macquarie University
- Bachelor of Economics – Macquarie University
- Certified Financial Planner – Deakin University
- Certified Financial Planner – Deakin University
- Certified Practicing Accountant – CPA Australia
- Certified Practicing Accountant – CPA Australia
- Registered Tax Agent – Tax Practitioners Board
- Registered Tax Agent – Tax Practitioners Board
- SMSF Specialist Advisor – Self Managed Super Fund Association
- SMSF Specialist Advisor – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
- SMSF Association
Amanda Jane Lee is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility