Lee-Anne Judith Saunders
Financial Adviser in Mayfield, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293505
- Location
- Mayfield NSW 2304
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 23 June 2022
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services (Financial Planning), ThreeSixty (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Commercial Law, Kaplan Higher Education Pty Limited (2024); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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 Lee-Anne Judith Saunders
Lee-Anne Judith Saunders is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mayfield, New South Wales (adviser number 000293505).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 23 June 2022.
The register records 1999 as the year Lee-Anne first provided financial advice. The qualifications listed for Lee-Anne include Diploma of Financial Services (Financial Planning) (ThreeSixty, 2007), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010) and Commercial Law (Kaplan Higher Education Pty Limited, 2024).
The authorisation covers advice 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.
A further restriction is recorded on the register: “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 Lee-Anne Judith Saunders a registered financial adviser?
Yes. Lee-Anne Judith Saunders is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293505.
Which licensee does Lee-Anne Judith Saunders work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Lee-Anne Judith Saunders 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."