Lee Robert Jackson
Financial Adviser in Notting Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000230878
- Location
- Notting Hill VIC 3168
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2003
- Qualifications
- Foundation Diploma Financial Planning DFP1-4, Financial Planning Association (FPA) (2003); RG146 Margin Lending & Geared Investments, Kaplan Australia (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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 Robert Jackson
Lee Robert Jackson is a financial adviser in Notting Hill, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000230878.
The licensee Lee advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 1 June 2021.
According to the register, Lee first provided financial advice in 2003. The qualifications listed for Lee include Foundation Diploma Financial Planning DFP1-4 (Financial Planning Association (FPA), 2003), RG146 Margin Lending & Geared Investments (Kaplan Australia, 2011) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021).
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.
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Questions people ask
Is Lee Robert Jackson a registered financial adviser?
Yes. Lee Robert Jackson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000230878.
Which licensee does Lee Robert Jackson work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Lee Robert Jackson 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.