Danae Lee Lacey – Financial Adviser

Adviser identifying number: 343779
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: LEVEL ONE FINANCIAL PLANNING PTY LTD
Licence number: 280061
Licensee’s ABN: 68105116541
Licence controlled by: Level One Unit Trust

The date the Financial Adviser commenced the appointment: 16/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LEVEL ONE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 280061
Authorised Representative’s ABN: 68105116541

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 of Financial Services (Financial Planning) – Kaplan Professional
• Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Graduate Certificate in Financial Services – University of New England

Relevant memberships of professional bodies or industry associations:

Danae Lee Lacey 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 / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product