Cherrilyn Lee Financial Planner Report

Name:
Cherrilyn Raco Lee

Rep Number:
001004946

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-07-13 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Western Australia
Bachelors of Commerce (Accounting & FInance)
Mentor Education Group
Diploma in Financial Services ( Financial Planning )
Kaplan
Graduate Certificate in Applied Finance
Kaplan
Graduate Diploma in Financial Planning

Memberships
Financial Planning Association of Australia (FPA)