Lee Chan – Financial Adviser

Adviser identifying number: 247720
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 06/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LJ PARTNERS PTY LTD
Authorised Representative identifying number: 000412338
Authorised Representative’s ABN: 69152828067

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:

• Bachelor of Commerce and Administration – Victoria University, Wellington, New Zealand
• Graduate Diploma in Financial Planning – Financial Services Institute of Australia
• Margin Lending & Geared Investments – Kaplan Professional Education
• Securities & Derivatives Industry Association Accreditation Program – Tier 1 Level – Deakin University/ Financial Planning Association
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Lee Chan 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
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility