Michelle Lee – Financial Adviser

Adviser identifying number: 1002323
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2009
The date the Financial Adviser ceased the appointment: 01/03/2010
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Working hours:

Relevant qualifications and training:

• ASX Accredited Derivatives Adviser – Level 1 – Kaplan
• ASX Accredited Derivatives Adviser – Level 1 – Kaplan
• ASX Accredited Derivatives Adviser – Level 2 – Kaplan
• ASX Accredited Derivatives Adviser – Level 2 – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Master of Commerce – University of New South Wales
• Master of Commerce – University of New South Wales

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Michelle Lee is authorised to provide advices on following products: