Daniel Lee Financial Planner Report

Name:
Daniel Lee

Rep Number:
000313692

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2011-05-09 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Planning
University Of Western Sydney
Bachelor of Business (International Business)
Kaplan Professional Education
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)