Terrence Teck Sun Lee – Financial Adviser

Adviser identifying number: 1002050
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: TERRY S. LEE PTY LTD
Licence number: 336955
Licensee’s ABN: 11009387731
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TERRY S. LEE PTY LTD
Authorised Representative identifying number: 336955
Authorised Representative’s ABN: 11009387731

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 – FPA
• Diploma of financial planning – Deakin University
• SPAA/SMSF – SPAA Education unit SA

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association
• certified financial planner CFP

Terrence Teck Sun Lee is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility