AFSL Search logoAFSL Search

Lee and Associates (Australia) Pty Ltd

CurrentAustralian Financial Services LicenceAFSL 485720

This is the public ASIC register record for Lee and Associates (Australia) Pty Ltd's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.

Licence overview

AFSL
485720
Status
Current
Issued
2016-09-06
ABN
39 146 797 579
Location
FORTITUDE VALLEY, QLD
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions17 items

This licence authorises the licensee to carry on a financial services business to:

provide financial product advice for the following classes of financial products:

superannuation limited to:

self-managed superannuation fund;

a person s existing holding in a superannuation product but only to the extent required for:

making a recommendation that the person establish a self-managed superannuation fund; and

providing advice to the person on contributions or pensions under a superannuation product;

provide class of financial product advice for the following classes of financial products:

superannuation; and

deal in a financial product by:

arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:

superannuation limited to:

self-managed superannuation fund; and

arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:

superannuation limited to:

self-managed superannuation fund;

to retail clients.

Related licences & representatives (1)

Frequently asked questions about AFSL 485720

What is AFSL 485720?

AFSL 485720 is the Australian Financial Services Licence held by Lee and Associates (Australia) Pty Ltd, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 485720 is current and active. Status can change, so confirm on ASIC Connect for time-critical decisions.

What is this licensee authorised to do?

Under AFSL 485720, the licensee is authorised for Superannuation. The exact authorisations and conditions are listed above.

How do I verify AFSL 485720?

Look up the company or AFSL 485720 on ASIC Connect, then compare the status and details there with this page.

Is this the official ASIC register?

No. AFSL Search is an independent lookup tool built on public ASIC register data — not affiliated with ASIC. Rely on ASIC Connect for official confirmation.

AFSL 485720 — LEE AND ASSOCIATES (AUSTRALIA) PTY LTD (FORTITUDE VALLEY, QLD)