Alexander Edgar Lee
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002169
- Location
- Sydney NSW 2000
- Licensee
- Thornton & Lee Pty Ltd (AFSL 490448)
- Authorised since
- 19 March 2017
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Financial Planning & Accounting), Curtin University (2005); Certified Financial Planner, CFP/FPA (2007); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander Edgar Lee
Alexander Edgar Lee is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001002169.
Advice is given under the Australian financial services licence of Thornton & Lee Pty Ltd, licence number 490448. That authorisation dates from 19 March 2017.
The register records 2006 as the year Alexander first provided financial advice. The qualifications listed for Alexander include Bachelor of Commerce (Financial Planning & Accounting) (Curtin University, 2005), Certified Financial Planner (CFP/FPA, 2007) and Ethics & Professionalism in Financial Advice (Kaplan, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alexander Edgar Lee a registered financial adviser?
Yes. Alexander Edgar Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002169.
Which licensee does Alexander Edgar Lee work under?
Thornton & Lee Pty Ltd, Australian financial services licence 490448.
What can Alexander Edgar Lee give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.