Financial Adviser
· WAGGA WAGGA, NSW
Leonie Asani
No disciplinary history on record with ASIC
WAGGA WAGGA,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469427
About Leonie Asani
Leonie Asani is a financial adviser based in Wagga Wagga, New South Wales, with 12 years of experience in the financial services industry since 2014. Leonie is currently authorised under Count Financial Limited, operating through Count Financial. Leonie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leonie's qualifications include a Master of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
ThreeSixty
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2017
Graduate Diploma of Financial Planning
Kaplan Higher Education
2018
FPE016 Self-Managed Superannuation Funds
Kaplan Higher Education
2018
Master of Financial Planning
Kaplan Higher Education
2019
Commercial Law
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Tax for Financial Advising (Short Answer Exam) Gap
Kaplan Professional
Registration History
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 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.
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register