Financial Adviser
· HOPE ISLAND, QLD
Jaymee-lei Lambert
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001311833
Jaymee-lei Lambert is a financial adviser based in Hope Island, Queensland. Jaymee-lei is currently authorised under Infocus Securities Australia Pty Ltd. Jaymee-lei 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 Bachelor of Financial Planning/Bachelor of Accounting from Central Queensland University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Planning
Kaplan professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2014
Introductory and contract law LAWS11030
Central Queensland University
2016
Taxation law and practice A LAWS19033
Central Queensland University
2017
Bachelor of Financial Planning/Bachelor of Accounting
Central Queensland University
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation excludes SMSF advice and Securities excludes direct equities advice
Source: ASIC Financial Advisers Register