HomeFinancial AdvisersJudith Lee – Financial Adviser

Judith Lee – Financial Adviser

Adviser identifying number: 1006293
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: TFS FINANCIAL PLANNING PTY LTD
Licence number: 230681
Licensee’s ABN: 18088309308
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 19/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TFS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 230681
Authorised Representative’s ABN: 18088309308

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:

You might be interested in:

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Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) (Qualification) – Kaplan Professional
  • Advanced Diploma of Financial Services (Financial Planning) (Qualification) – Kaplan Professional
  • Bachelor of Commerce (Accounting) (Qualification) – James Cook University
  • Bachelor of Commerce (Accounting) (Qualification) – James Cook University
  • Diploma of Financial Planning (Qualification) – Financial Planning Association (FPA)
  • Diploma of Financial Planning (Qualification) – Financial Planning Association (FPA)
  • Diploma of Financial Services (Financial Planning) (Qualification) – Financial Planning Association (FPA)
  • Diploma of Financial Services (Financial Planning) (Qualification) – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

Judith 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
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