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