Joshua Lee
Financial Adviser in Kew East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001257945
- Location
- Kew East VIC 3102
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 10 September 2018
- First provided advice
- 2017
- Qualifications
- Advanced Diploma of Financial Planning, Monarch Institute (2017); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2017); Diploma of Financial Planning, Monarch Institute (2017); Self Managed Superannuation Funds, Monarch Institute (2017); Bachelor of Business (Accounting), Swinburne University of Technology (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020); Master of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Lee
Joshua Lee is a financial adviser in Kew East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001257945.
The licensee Joshua advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 10 September 2018.
The register records 2017 as the year Joshua first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Monarch Institute, 2017), Certificate IV in Finance and Mortgage Broking (AAMC Training Group, 2017) and Diploma of Financial Planning (Monarch Institute, 2017).
Joshua is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Joshua Lee a registered financial adviser?
Yes. Joshua Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001257945.
Which licensee does Joshua Lee work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Joshua 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."