Sarah Elizabeth Lee – Financial Adviser

Adviser identifying number: 340876
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
Licence number: 422409
Licensee’s ABN: 46158536871
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHARTRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 422409
Authorised Representative’s ABN: 46158536871

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:

• Advanced Diploma Financial Planning – Kaplan
• Certificate IV Finance & Mortgage Broking – The National Finance Institute
• Diploma Financial Planning – Kaplan
• Diploma General Insurance – The Australian College of Commerce & Management
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Sarah Elizabeth Lee is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation / A person’s existing holding in a superannuation product