Timmy Lee – Financial Adviser
Adviser identifying number: 305767
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: LGSS PTY LIMITED
Licence number: 383558
Licensee’s ABN: 68078003497
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LGSS PTY LIMITED
Authorised Representative identifying number: 383558
Authorised Representative’s ABN: 68078003497
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Graduate Diploma of Financial Planning – Finsia
- Tier 2 Compliance Solution – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Timmy Lee is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Superannuation