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:

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: