Colin Arnold Lehmann – Financial Adviser
Adviser identifying number: 1001174
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: PORTFOLIO PLANNING SOLUTIONS LTD
Licence number: 255027
Licensee’s ABN: 83008007387
Licence controlled by:
The date the Financial Adviser commenced the appointment: 06/05/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PORTFOLIO PLANNING SOLUTIONS LTD
Authorised Representative identifying number: 255027
Authorised Representative’s ABN: 83008007387
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:
- Certified Financial Planner (CFP) – FPA
- Diploma of Financial Planning – FPA
- Diploma of Financial Planning? – Financial Planning Association (FPA)
- Fellow of the Financial Services Institute of Australasia – Finsia
- SMSF Specialist Advisor – SMSF Association
- SMSF Specialist Advisor – SMSF Professionals’ Association of Australia Ltd
Relevant memberships of professional bodies or industry associations:
- CFP Certified Financial Planner (FPA)
- CFP ? Certified Financial Planner (FPA)
- Fellow of Finsia
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australasia
- SMSF Association
- SMSF Association
- SSA – SMSF Specialist Accreditation (SPAA)
Colin Arnold Lehmann is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility