Alexander Edgar Lee – Financial Adviser

Adviser identifying number: 1002169
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: SAPIENT ADVISORY PTY LTD
Licence number: 490448
Licensee’s ABN:
Licence controlled by: Sapient Advisory Pty Ltd

The date the Financial Adviser commenced the appointment: 19/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYLES ANDREW THORNTON
Authorised Representative identifying number: 328825
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:

• Bachelor of Commerce (Accounting and Financial Planning) – Curtin
• Certified Financial Planner – CFP/ FPA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Alexander Edgar Lee is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility