Lee Scott Emery – Financial Adviser

Adviser identifying number: 1000178
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: NEWCASTLE PERMANENT BUILDING SOCIETY LIMITED
Licence number: 238273
Licensee’s ABN: 96087651992
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/06/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEWCASTLE PERMANENT BUILDING SOCIETY LIMITED
Authorised Representative identifying number: 238273
Authorised Representative’s ABN: 96087651992

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:

  • Advanced Diploma of Financial Services ? Financial Planning – Tribeca
  • Diploma of Financial Services ? Financial Planning – Tribeca

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Lee Scott Emery 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