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