Shane John Lee
Financial Adviser in Dalby, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243595
- Location
- Dalby QLD 4405
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 14 September 2019
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, University of Southern Queensland (1999); Diploma of Financial Planning, Financial Planning Association/Deakin University (2001); Certified Financial Planner, Financial Planning Association (2004); Self Managed Superannuation FUnds, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane John Lee
Shane John Lee is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dalby, Queensland (adviser number 000243595).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 14 September 2019.
The register records 1998 as the year Shane first provided financial advice. The qualifications listed for Shane include Bachelor of Commerce (University of Southern Queensland, 1999), Diploma of Financial Planning (Financial Planning Association/Deakin University, 2001) and Certified Financial Planner (Financial Planning Association, 2004). Shane is recorded as a member of Financial Advice Association of Australia (FAAA).
Shane 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 Shane John Lee a registered financial adviser?
Yes. Shane John Lee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243595.
Which licensee does Shane John Lee work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Shane John Lee 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.