Natasha Jane Lie – Financial Adviser

Adviser identifying number: 1246640
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 17/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SAVANNA PRIDE HOLDINGS PTY LTD
Authorised Representative identifying number: 398532
Authorised Representative’s ABN:

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:

• Generic Knowledge – Financial Education Professionals
• SMSF – Financial Education Professionals
• Superannuation – Financial Education Professionals

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Natasha Jane Lie is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Retirement Savings Account Products
• Superannuation