Genaji Lee – Financial Adviser
Adviser identifying number: 412763
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence number: 323825
Licensee’s ABN: 93128650037
Licence controlled by:
The date the Financial Adviser commenced the appointment: 31/07/2012
The date the Financial Adviser ceased the appointment: 10/07/2015
Name of the Authorised Representative: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 000323825
Authorised Representative’s ABN: 93128650037
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:
- Advanced Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
- Bachelor of Accountancy – The Unversity of South Australia
- Diploma of Financial Services – Financial Services Training & Assessment Pty Ltd
Relevant memberships of professional bodies or industry associations:
Genaji Lee is authorised to provide advices on following products: