Shane Lee Financial Planner Report

Name:
Shane John Lee

Rep Number:
000243595

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2015-10-06 onwards

Location:
Dalby, , QLD, 0

Licensee
Name:

Number:
000229883

ABN:
15 087 681 561

Controlled By:

Appointed By
Name:
Mcpherson & Associates Pty. Ltd.

Licence Number:
000229883

ABN:
15 087 681 561

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Southern Queensland
Bachelor of Commerce
Financial Planning Association of Australia (FPA)
CFP Program
Financial Planning Association of Australia (FPA) & Deakin University
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)