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
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Disciplinary actions start date against the Financial Adviser:
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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: