Michelle Lee – Financial Adviser

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

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 15/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048

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:

• Derivatives
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Superannuation