PETER TATT WENG LEE


Licensee: GENERATION WEALTH GROUP PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • PETER TATT WENG LEE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name GENERATION WEALTH GROUP PTY LTD
Licence Number 000476673

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Dataset Information


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.