PETER TATT WENG LEE (Adviser# 000343809) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 7, 2015.
| Register Name | Financial Advisers |
| Adviser Name | PETER TATT WENG LEE |
| Adviser Number | 000343809 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000476673 GENERATION WEALTH GROUP PTY LTD |
| Adviser Start Date | 2015-08-07 |
| Appointing Representative Name | GENERATION WEALTH GROUP PTY LTD |
| Appointing Representative Number | 000476673 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Planning | Deakin University |
| Masters of Commerce (Financial Planning) | University Of Western Sydney |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000476673 | GENERATION WEALTH GROUP PTY LTD | 2015-08-07 - | GENERATION WEALTH GROUP PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2010-01-06 - 2015-08-06 | SECURITOR FINANCIAL GROUP LTD |
| Licence Name | GENERATION WEALTH GROUP PTY LTD |
| Licence Number | 000476673 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.