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DAVID W LEE & ASSOCIATES PTY LTD
AFSL 239948 · ABN 52002535266 · SYDNEY, NSW · Licensed since 2003
IndependentSingle State
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4
Advisers
13.8 yrs
Avg. adviser experience
1
States
25%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 50%CPA 25%
% of current advisers holding each professional membership
States: NSW
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