Lee Alan Walker
Financial Adviser in Chermside West, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000413204
- Location
- Chermside West QLD 4032
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 January 2022
- First provided advice
- 2010
- Qualifications
- Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance, University of Bristol (2005); Diploma of Financial Services (Financial Planning), IIT (2010); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2012)
- Memberships
- CFP - Certified Financial Planner (FPA)
- 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 Lee Alan Walker
Lee Alan Walker is a financial adviser in Chermside West, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000413204.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 20 January 2022.
According to the register, Lee first provided financial advice in 2010. Qualifications and training on file include Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance (University of Bristol, 2005), Diploma of Financial Services (Financial Planning) (IIT, 2010) and Margin Lending and Geared Investments (Kaplan, 2011). Lee is recorded as a member of CFP – Certified Financial Planner (FPA).
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 Lee Alan Walker a registered financial adviser?
Yes. Lee Alan Walker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000413204.
Which licensee does Lee Alan Walker work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Lee Alan Walker 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.