Data sourced from ASIC Financial Advisers Register
Financial Planning Firm · Sydney , New South Wales

David W Lee & Associates Pty Ltd

David W Lee & Associates Pty Ltd is a financial planning firm based in Sydney, New South Wales. The firm has held an Australian Financial Services licence since 2003. ABN: 52 002 535 266.

About David W Lee & Associates Pty Ltd

Sydney, NSW, 2000
Licensed since 2003
ABN: 52 002 535 266
AFS Licence: 239948

3 Financial Advisers at David W Lee & Associates Pty Ltd

David Lee Chong Wong No disciplinary history on record with ASIC
Superannuation Life Insurance Life Insurance Investments Managed Investments
23 yrs
Since 2003
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Mark Williams No disciplinary history on record with ASIC
Tax advice Superannuation Life Insurance Life Insurance Investments
29 yrs
Since 1997
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Xiaodan Lin No disciplinary history on record with ASIC
Superannuation Life Insurance Life Insurance Investments Managed Investments
3 yrs
Since 2023
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