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