Wanhee Lee – Financial Adviser

Adviser identifying number: 1004333
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: EVANS AND PARTNERS PTY. LTD.
Licence number: 318075
Licensee’s ABN: 85125338785
Licence controlled by: EVANS DIXON PTY LIMITED ~ JOLIMONT TERRACE INVESTMENTS PTY LTD [Date Ceased: 08/02/2017] ~ DAVID EVANS [Date Ceased: 08/02/2017]

The date the Financial Adviser commenced the appointment: 16/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVANS AND PARTNERS PTY. LTD.
Authorised Representative identifying number: 000318075
Authorised Representative’s ABN: 85125338785

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:

• ADA 2 – Deakin Prime
• Bachelor of Commerce (Accounting and Finance) – University of NSW
• Foreign Exchange – Deakin Prime
• Professional Diploma in Stockbroking – Deakin Prime
• RG146 – Deakin Prime

Relevant memberships of professional bodies or industry associations: Chartered Financial Analyst Institute (CFA)

Wanhee Lee is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services