Albert Lee – Financial Adviser

Adviser identifying number: 1000062
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: FINANCIAL DECISIONS PTY LTD
Licence number: 341678
Licensee’s ABN: 14121685318
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/12/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL DECISIONS PTY LTD
Authorised Representative identifying number: 341678
Authorised Representative’s ABN: 14121685318

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 Commerce – The University of Queensland
• Diploma of Financial Planning – Deakin University
• Foreign Exchange & Derivatives – Knowledge and Skills – Kaplan
• Margin Lending and Geared Investments – Kaplan
• Master of Business in Finance – University of Technology Sydney

Relevant memberships of professional bodies or industry associations:

Albert Lee 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
• Margin Lending Facility / Standard Margin Lending Facility