Financial Adviser
· NOTTING HILL, VIC
Lee Robert Jackson
No disciplinary history on record with ASIC
NOTTING HILL,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230878
Lee Robert Jackson is a financial adviser based in Notting Hill, Victoria, with 23 years of experience in the financial services industry since 2003. Lee is currently authorised under Consultum Financial Advisers. Lee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lee's qualifications include a Foundation Diploma Financial Planning DFP1-4 from Financial Planning Association (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Foundation Diploma Financial Planning DFP1-4
Financial Planning Association (FPA)
2011
RG146 Margin Lending & Geared Investments
Kaplan Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register