Alison Joy Lees
KELLY & ASSOCIATES FINANCIAL SERVICES PTY LTD · Geelong VIC 3220 · Advising since 2017
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001255100
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- POLITIS INVESTMENT STRATEGIES PTY LTD · AFSL 253125Through authorised representative KELLY & ASSOCIATES FINANCIAL SERVICES PTY LTD (no. 001254946)Since 31 May 2017
- Principal business address
- Geelong VIC 3220
- First year providing advice
- 2017
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Further restrictions
- Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- All securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMay 2017 – presentPOLITIS INVESTMENT STRATEGIES PTY LTD · AFSL 253125Through authorised representative KELLY & ASSOCIATES FINANCIAL SERVICES PTY LTD (no. 001254946)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC001B Economic & Legal Context for Financial Planning
Kaplan Professional · 2021 · Bridging Course - Regulation & Legal Obligations
FPC002B Ethic & Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Diploma in Financial Planning
International Institute of Technology (IIT) · 2017 · Diploma (AQF 5)
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants · 2010 · Graduate Diploma (AQF 8)
Bachelor of Arts/Bachelor of Commerce
Deakin University · 2007 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Alison Joy Lees claims the profile.
Reviews
Not yet reviewed
No client has reviewed Alison Joy Lees on Souffle yet.
Contacting Alison Joy Lees
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
KELLY & ASSOCIATES FINANCIAL SERVICES PTY LTD
Authorised by POLITIS INVESTMENT STRATEGIES PTY LTD · AFSL 253125
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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