Patrick Lee – Financial Adviser

Adviser identifying number: 1006672
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: CRAIGS INVESTMENT PARTNERS LIMITED
Licence number: 363407
Licensee’s ABN:
Licence controlled by: CRAIGS INVESTMENT PARTNERS LIMITED

The date the Financial Adviser commenced the appointment: 12/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRAIGS INVESTMENT PARTNERS LIMITED
Authorised Representative identifying number: 363407
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:

• Associate Chartered Accountant – Chartered Accountants Australia and New Zealand
• Bachelor of Commerce (Accounting) – Canterbury University
• Certificate of Authorisation AFA – Financial Markets Authority
• NZX Diploma – NZX
• Statement of Attainment ASIC RG146 – ASIC

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Institute of Financial Professionals NZ Inc (INFINZ)
• NZX Adviser

Patrick Lee is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Securities