Andrew Lee – Financial Adviser

Adviser identifying number: 1235192
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: PERKS & ASSOCIATES PTY. LIMITED
Licence number: 488997
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERKS & ASSOCIATES PTY. LIMITED
Authorised Representative identifying number: 488997
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 Economics – Flinders University
• Chartered Accountant – Institute of Chartered Accountants Aust (now CAANZ)
• RG146 Licensing Training of Financial Product Advisers – Financial Education Professionals

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Andrew Lee is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation