Michael Christopher Lehner – Financial Adviser
Adviser identifying number: 437840
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: MANDALAY WEALTH MANAGEMENT PTY LTD
Licence number: 331535
Licensee’s ABN: 31132276576
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MANDALAY WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 331535
Authorised Representative’s ABN: 31132276576
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:
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca
- Bachelor of Business (Marketing) – Southern Cross University (SCU)
- Diploma of Financial Services (Financial Planning) – Integratec (Australia) Pty Ltd
- Master of Financial Services – University of New England
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Michael Christopher Lehner is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation