Lee Michael Surace – Financial Adviser

Adviser identifying number: 1238080
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: VINARC PTY LTD
Licence number: 484222
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRICTLY SUPER PTY LTD
Authorised Representative identifying number: 253390
Authorised Representative’s ABN: 39102987833

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:

• Diploma of Financial Services (Financial Planning) – Financial Planning Association
• Diploma of Superannuation Management – ASFA
• Estate Planning – Kaplan
• Taxation Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Lee Michael Surace is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation