Financial Adviser
· THORNTON, NSW
David Patrick Leslie
No disciplinary history on record with ASIC
THORNTON,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000322049
David Patrick Leslie is a financial adviser based in Thornton, New South Wales, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Alliance Wealth, operating through Collective Financial Advice. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Finance) from University of Newcastle. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Mentor Education
2012
Accredited Derivatives Adviser Level 1
Kaplan
2012
Bachelor of Commerce (Finance)
University of Newcastle
2017
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register