Charles Warwick Lee – Financial Adviser

Adviser identifying number: 1003709
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: NATIONAL AUSTRALIA BANK LIMITED
Licence number: 230686
Licensee’s ABN: 12004044937
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NATIONAL AUSTRALIA BANK LIMITED
Authorised Representative identifying number: 230686
Authorised Representative’s ABN: 12004044937

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:

• Advanced Diploma – Financial Planning (Superannuation) – The Association of Superannuation Funds of Australia Ltd (ASFA)
• Bachelor Degree – Economics – Monash University
• Bachelor Degree – Law – Monash University
• Diploma – Financial Planning – Deakin University & Financial Association of Australia (FPA)

Relevant memberships of professional bodies or industry associations: Association of Superannuation Funds Australia (ASFA)

Charles Warwick Lee is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Superannuation