Matthew Lee Financial Planner Report

Name:
Matthew John Lee

Rep Number:
000244995

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Ipswich, , QLD, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Integratec
Generic Financial Planning
Integratec
Managed Investments
Integratec
Risk Management
Integratec
Superannuation and Retirement Planning

Memberships
Association of Financial Advisers (AFA)