Angela Lee – Financial Adviser

Adviser identifying number: 1002204
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 21/08/2014
The date the Financial Adviser ceased the appointment: 25/02/2015
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Advanced Diploma – Financial Planning – Kaplan Professional Education
  • Diploma – Financial Planning – Kaplan Professional Education
  • Graduate Certificate in Applied Finance – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

Angela Lee is authorised to provide advices on following products: