Financial Adviser · PENSHURST, NSW

Leonita Kosasih

PENSHURST, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001267188
Currently at
Penshurst, NSW (firm address)

Leonita Kosasih is a financial adviser based in Penshurst, New South Wales, with 8 years of experience in the financial services industry since 2018. Leonita is currently authorised under Quinn Financial Planning. Leonita holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leonita's qualifications include a Master of Financial Planning from UNSW. Leonita is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Applied Finance
Macquarie University
2014
Diploma of Financial Planning
Kaplan
2018
Master of Financial Planning
UNSW
2019
Ethics
Ethics - Kaplan
2020
FASEA Financial Adviser Exam
FASEA

Registration History

Jul 2024 - Present Current
Sep 2023 - Jun 2024 Ceased
Aug 2018 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register