Lee James Forde
Financial Adviser in Derrimut, Victoria, Australia
Review Lee James Forde
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000296344
- Location
- Derrimut VIC 3026
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 16 May 2026
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accountancy), Royal Melbourne Institute of Technology (1999); Diploma of Financial Planning (1-8), Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2005); Specialist Self Managed Superannuation Funds, International Institute of Technology (2018); Ethics & Professionalism in Financial Advice, Kaplan Professional (2019)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lee James Forde
Lee James Forde is a financial adviser in Derrimut, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000296344.
Advice is given under the Australian financial services licence of Finchley & Kent Pty Ltd, licence number 555169. The current authorisation started on 16 May 2026.
According to the register, Lee first provided financial advice in 2000. The qualifications listed for Lee include Bachelor of Business (Accountancy) (Royal Melbourne Institute of Technology, 1999), Diploma of Financial Planning (1-8) (Financial Planning Association of Australia (FPA), 2003) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2005).
Lee is authorised to advise 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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
Reviews
Nobody has reviewed Lee James Forde here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lee James Forde a registered financial adviser?
Yes. Lee James Forde is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296344.
Which licensee does Lee James Forde work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Lee James Forde 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."