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:

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