Lee James Forde – Financial Adviser

Adviser identifying number: 296344
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 01/07/2009
The date the Financial Adviser ceased the appointment: 03/06/2012
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:

• Advanced Diploma – Financial Planning – Deakin
• Bachelor Degree – Business – Royal Melbourne Institute of Technology
• CFP – Financial Planning – Deakin
• Diploma – Business – International Institute of Technology

Relevant memberships of professional bodies or industry associations:

• Finance Brokers Association of Australia (FBAA)
• Financial Planning Association of Australia (FPA)

Lee James Forde is authorised to provide advices on following products: