Lee-anne Maree Whitson
authorised
Lee-anne Maree Whitson is a financial adviser based in Newcastle West, New South Wales, with 11 years of experience in the financial services industry. Lee-anne is currently authorised under Aware Financial Services Australia Limited. Lee-anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Lee-anne is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register