Carmen Ka-man Lee – Financial Adviser
Adviser identifying number: 1244037
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASIAGOLD PTY LTD
Authorised Representative identifying number: 1243699
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:
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Relevant qualifications and training:
- Bachelor of Arts – University of Queensland
- Bachelor of Science – University of Queensland
- Master of Business (Professional Accounting ) – Queensland University of Technology
- RG146 – AAMC Training Group
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Tax Practitioners Board
Carmen Ka-man Lee is authorised to provide advices on following products:
- Superannuation