ALISON JOY LEES
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2007 - Bachelor of Arts/Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2010 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants
2017 - Diploma in Financial Planning - Diploma (AQF 5) - International Institute of Technology (IIT)
2020 - FPC002B Ethic & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.