Lee-anne Maree Whitson – Financial Adviser
Adviser identifying number: 1234678
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence number: 237853
Licensee’s ABN: 17008167002
Licence controlled by: COMMUNITY CPS AUSTRALIA LIMITED
The date the Financial Adviser commenced the appointment: 21/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EASTWOODS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 237853
Authorised Representative’s ABN: 17008167002
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:
- Client Engagement Strategies – FPA
- Estate Planning – FPA
- Securities & Managed Investments – FPA
- Taxation Fundamentals – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Lee-anne Maree Whitson 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