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:

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