Shane John Lee – Financial Adviser

Adviser identifying number: 243595
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: MCPHERSON & ASSOCIATES PTY. LTD.
Licence number: 229883
Licensee’s ABN: 15087681561
Licence controlled by: ALLAN MCPHERSON

The date the Financial Adviser commenced the appointment: 06/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCPHERSON & ASSOCIATES PTY. LTD.
Authorised Representative identifying number: 000229883
Authorised Representative’s ABN: 15087681561

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 of Commerce – University of Southern Queensland
• CFP Program – Financial Planning Association of Australia (FPA)
• Diploma of Financial Planning – Financial Planning Association of Australia (FPA) & Deakin University

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)

Shane John 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility