Timmy Lee

Name
Timmy Lee
ID
305767
ABN
First Provided Advice
2008
Restrictions
Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Industry Fund Services Limited (#232514)
Commenced
Oct. 15, 2019
Ceased
March 19, 2021
Status
Ceased
Licence Holder
Mercer Financial Advice (australia) Pty Ltd (#411766)
Commenced
June 23, 2021
Ceased
June 22, 2026
Status
Ceased
Licence Holder
Futureplus Financial Services Pty Limited (#238445)
Commenced
July 10, 2008
Ceased
Nov. 18, 2011
Status
Ceased
Licence Holder
Industry Fund Services Limited (#232514)
Commenced
Jan. 15, 2018
Ceased
Sept. 24, 2019
Status
Ceased
Licence Holder
Lgss Pty Limited (#383558)
Commenced
March 26, 2015
Ceased
Dec. 22, 2017