Sharon Tee Financial Planner Report

Name:
Sharon Tee

Rep Number:
000246173

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-05-01 onwards

Licensee
Name:

Number:
000423936

ABN:
58 158 828 525

Appointed By
Name:
Lwp Financial Pty Ltd

Licence Number:
000423936

ABN:
58 158 828 525

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Services
CFP - Certified Financial Planner
FPA
Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)