Financial Adviser
· TAMWORTH, NSW
Lee-anne Judith Parker
No disciplinary history on record with ASIC
TAMWORTH,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002437
About Lee-anne Judith Parker
Lee-anne Judith Parker is a financial adviser based in Tamworth, New South Wales, with 19 years of experience in the financial services industry since 2007. Lee-anne is currently authorised under Consultum Financial Advisers. Lee-anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lee-anne's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Lee-anne is a member of Financial Advice Association of Australia (FAAA).
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
2007
Diploma of Financial Planning FNS50804
MLC ThreeSixty
2010
Margin Lending
MLC ThreeSixty
2012
Advanced Diploma of Financial Planning
Kaplan Professional Education
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education