Financial Adviser · GEELONG, VIC

Alison Joy Lees

GEELONG, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001255100

Currently at

Kelly & Associates Financial Services

Wickham, NSW (firm address)

View firm profile

Alison Joy Lees is a financial adviser based in Geelong, Victoria, with 9 years of experience in the financial services industry since 2017. Alison is currently authorised under Politis Investment Strategies, operating through Kelly & Associates Financial Services. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alison's qualifications include a Bachelor of Arts/Bachelor of Commerce from Deakin University. Alison is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Arts/Bachelor of Commerce

Deakin University

2010

Graduate Diploma of Chartered Accounting

Institute of Chartered Accountants

2017

Diploma in Financial Planning

International Institute of Technology (IIT)

2020

FPC002B Ethic & Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

May 2017 - Present Current

Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.

Source: ASIC Financial Advisers Register