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