Lee Michael Surace – Financial Adviser

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

Name of the licence holder: GUARDIANFP LTD
Licence number: 237641
Licensee’s ABN: 40003677334
Licence controlled by: SUNCORP GROUP LIMITED

The date the Financial Adviser commenced the appointment: 18/12/2015
The date the Financial Adviser ceased the appointment: 31/05/2016
Name of the Authorised Representative: GUARDIANFP LTD
Authorised Representative identifying number: 000237641
Authorised Representative’s ABN: 40003677334

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: