Who is Alan David Lee?
Alan David Lee is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Shaw And Partners Financial Services Limited, and has been registered on the FSPR for 15 years.
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Alan David Lee
Financial Adviser at Shaw and Partners Financial Services Limited
About Alan David Lee
How is Alan David Lee regulated?
Alan David Lee is registered on the Financial Service Providers Register (FSPR)as FSP25088, with first registration in 2010. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Alan David Lee specialise in?
Alan David Lee provides financial advice covering Financial Adviser. Refer to Alan David Lee's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
- Investments
- Kiwisaver
- Retirement Planning
- General Insurance
- Income Protection
- Trauma Insurance
- Life Insurance
- Business Insurance
- Health Insurance
Source-tagged specialties. Hover for source & confidence. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.
Financial Adviser
Financial Advice Provider
Shaw and Partners Financial Services Limited
FSP 93061 Auckland 17 advisers
Registration Details
Registered Since
November 2010
Dispute Resolution
Insurance & Financial Services Ombudsman Scheme Inc.
Registration Status
registered
Verify on FSPR
View on FSPRSource: FSPR · synced 31 October 2025 · Report incorrect info
Contact Alan David Lee
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Phone
Not available
Not available
Website
Not available
Address
Level 1, 87 Hurstmere Road,Takapuna,Auckland,0622,New Zealand
Professional Details
FSP Number: 25088
DRS: Insurance & Financial Services Ombudsman Scheme Inc.
About Alan David Lee
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Qualifications & Education
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Work History
SA
Financial Adviser
Shaw And Partners Financial Services LimitedAug 2021 – Present
SA
Financial Adviser
Shaw And Partners Financial Services LimitedApr 2021 – Dec 2021
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