HomeFinancial AdvisersMichelle Lee – Financial Adviser

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: PERPETUAL TRUSTEE COMPANY LIMITED
Licence number: 236643
Licensee’s ABN: 42000001007
Licence controlled by: PERPETUAL LIMITED

The date the Financial Adviser commenced the appointment: 20/09/2010
The date the Financial Adviser ceased the appointment: 12/06/2015
Name of the Authorised Representative: PERPETUAL TRUSTEE COMPANY LIMITED
Authorised Representative identifying number: 000236643
Authorised Representative’s ABN: 42000001007

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

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:

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