Russell Lloyd Lees
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001046
- Location
- Richmond VIC 3121
- Licensee
- The Leaders Investment Manager Pty Limited (AFSL 240776)
- Authorised since
- 24 June 2019
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Markets, Securities Insitute of Australia (1993); Graduate Diploma of Financial Planning, FINSIA (2006); Certified Financial Planner, FPA (2007); Accredited Estate Planning Strategist, FPA (2010); Certificate IV in Finance & Mortgage Broking, National Finance Institute (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Russell Lloyd Lees
Russell Lloyd Lees is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Richmond, Victoria (adviser number 001001046).
The licensee Russell advises under is The Leaders Investment Manager Pty Limited (AFS licence 240776). The current authorisation started on 24 June 2019.
The register records 2005 as the year Russell first provided financial advice. The qualifications listed for Russell include Diploma of Financial Markets (Securities Insitute of Australia, 1993), Graduate Diploma of Financial Planning (FINSIA, 2006) and Certified Financial Planner (FPA, 2007). Russell is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Russell Lloyd Lees a registered financial adviser?
Yes. Russell Lloyd Lees is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001046.
Which licensee does Russell Lloyd Lees work under?
The Leaders Investment Manager Pty Limited, Australian financial services licence 240776.
What can Russell Lloyd Lees 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; standard margin lending.