Lisa Leckey-malone – Financial Adviser

Adviser identifying number: 1247357
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PROFESSIONAL WEALTH SERVICES PTY LTD
Licence number: 312047
Licensee’s ABN:
Licence controlled by: Donald Maxwell Jeffers

The date the Financial Adviser commenced the appointment: 05/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 312047
Authorised Representative’s ABN:

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:

  • Finance Markets, Managing Risk, Financial Products 1, Superannuation & Planning – FINSIA
  • Generic Knowledge, Superannuation & Self Managed Superannuation Funds – Financial Education Professionals

Relevant memberships of professional bodies or industry associations:

Lisa Leckey-malone is authorised to provide advices on following products:

  • Superannuation