Amanda Jane Lee
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002105
- Location
- Chatswood NSW 2067
- Licensee
- Stewart Brown Advisory Pty Ltd (AFSL 355134)
- Authorised since
- 1 July 2010
- First provided advice
- 1996
- Qualifications
- Bachelor of Economics, Macquarie University (1987); Certified Financial Planner, Financial Planning Association of Australia (2002); SMSF Specialist Adviser, SMSF Association (2014); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Amanda Jane Lee
Amanda Jane Lee is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001002105).
The licensee Amanda advises under is Stewart Brown Advisory Pty Ltd (AFS licence 355134). That authorisation dates from 1 July 2010.
The register records 1996 as the year Amanda first provided financial advice. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1987), Certified Financial Planner (Financial Planning Association of Australia, 2002) and SMSF Specialist Adviser (SMSF Association, 2014). Amanda is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Amanda Jane Lee a registered financial adviser?
Yes. Amanda Jane Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002105.
Which licensee does Amanda Jane Lee work under?
Stewart Brown Advisory Pty Ltd, Australian financial services licence 355134.
What can Amanda Jane Lee give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.