Alana Danielle Lesan – Financial Adviser

Adviser identifying number: 439937
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: EDWARDS MARSHALL ADVISORY PTY LTD
Licence number: 479792
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 267916
Authorised Representative’s ABN: 45096439842

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:

• Bachelor of Applied Finance – University of South Australia
• Diploma of Financial Planning – Kaplan Professional Education
• Diploma of Financial Services (Banking) – TAFE SA

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board

Alana Danielle Lesan 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