TERRENCE TECK SUN LEE (Adviser# 001002050) 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 March 27, 2015.
Register Name | Financial Advisers |
Adviser Name | TERRENCE TECK SUN LEE |
Adviser Number | 001002050 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1988 |
Financial Service (AFS) Licence |
Licence# 000336955 TERRY S. LEE PTY LTD |
Licence ABN | 11009387731 |
Adviser Start Date | 2015-03-27 |
Appointing Representative Name | TERRY S. LEE PTY LTD |
Appointing Representative Number | 000336955 |
Appointing Representative ABN | 11009387731 |
Memberships |
Financial Planning Association of Australia (FPA) SMSF Association certified financial planner CFP |
|
Qualification / Degree | Institute / School |
---|---|
Certified Financial Planner | FPA |
Diploma of financial planning | Deakin University |
SPAA/SMSF | SPAA Education unit SA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000336955 | TERRY S. LEE PTY LTD | 2015-03-27 - | TERRY S. LEE PTY LTD |
Licence Name | TERRY S. LEE PTY LTD |
Licence Number | 000336955 |
Licence ABN | 11009387731 |
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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.