Peter Tatt Weng Lee – Financial Adviser

Adviser identifying number: 343809
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: GENERATION WEALTH GROUP PTY LTD
Licence number: 476673
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GENERATION WEALTH GROUP PTY LTD
Authorised Representative identifying number: 476673
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:

• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Masters of Commerce (Financial Planning) – University Of Western Sydney
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Peter Tatt Weng Lee is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility