Financial Adviser · MELBOURNE, VIC

Samuel Thomas Lees

MELBOURNE, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001240329

Licensee

Jbwere

Melbourne, VIC (licence address on ASIC register)

View licensee

About Samuel Thomas Lees

Samuel Thomas Lees is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Samuel is currently authorised under Jbwere. Samuel holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Samuel's qualifications include a Bachelor of Commerce (Commercial Law, Finance and Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Commercial Law, Finance and Financial Planning)

Deakin University

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd

Feb 2016 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register