Richard Joseph Lee – Financial Adviser

Adviser identifying number: 334437
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: MCA FINANCIAL PLANNERS PTY. LTD.
Licence number: 223610
Licensee’s ABN: 42101736305
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCA FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 223610
Authorised Representative’s ABN: 42101736305

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:

  • Bachelor Economics – Sydney University
  • CPA Program – CPA Australia
  • Certified Financial Planner Program – FPA
  • Diploma of Financial Planning – PS146
  • Self Managed Super Fund – KAPLAN

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • MFAA

Richard Joseph 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