Data sourced from ASIC Financial Advisers Register
Financial Adviser · MAYFIELD, NSW

Lee-anne Judith Saunders

27 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000293505

Lee-anne Judith Saunders is a financial adviser based in Mayfield, New South Wales, with 27 years of experience in the financial services industry. Lee-anne is currently authorised under Akumin Financial Planning Pty Limited. Lee-anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from ThreeSixty.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
ThreeSixty
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2024
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Aug 2007 - Jan 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register