Alison Joy Lees
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255100
- Location
- Geelong VIC 3220
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 31 May 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Arts/Bachelor of Commerce, Deakin University (2007); Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants (2010); Diploma in Financial Planning, International Institute of Technology (IIT) (2017); FPC002B Ethic & Professionalism in Financial Advice, Kaplan Professional (2020); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Joy Lees
Alison Joy Lees is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001255100).
The licensee Alison advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). The current authorisation started on 31 May 2017.
According to the register, Alison first provided financial advice in 2017. The qualifications listed for Alison include Bachelor of Arts/Bachelor of Commerce (Deakin University, 2007), Graduate Diploma of Chartered Accounting (Institute of Chartered Accountants, 2010) and Diploma in Financial Planning (International Institute of Technology (IIT), 2017). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.”
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Questions people ask
Is Alison Joy Lees a registered financial adviser?
Yes. Alison Joy Lees is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255100.
Which licensee does Alison Joy Lees work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Alison Joy Lees give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation issued and Approved Product List."