Financial Adviser · MACKAY, QLD

Leslie Josh Eisemann

MACKAY, QLD

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000307960

Currently at

Trachyte Wealth (Qld)

Brighton, VIC (firm address)

View firm profile

About Leslie Josh Eisemann

Leslie Josh Eisemann is a financial adviser based in Mackay, Queensland, with 30 years of experience in the financial services industry since 1996. Leslie is currently authorised under Spark Advisors Australia, operating through Trachyte Wealth (Qld). Leslie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leslie's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Leslie 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association of Australia

2007

CFP Certification Program

Financial Planning Association of Australia

2007

Self Managed Superannuation Funds

Kaplan

2010

Margin Lending and Geared Investments

Kaplan

2019

Master of Financial Planning

Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd

Jul 2023 - Present Current

Spark Advisors Australia Pty Ltd

Dec 2019 - Jun 2023 Ceased

Alliance Wealth Pty Ltd

Jul 2019 - Nov 2019 Ceased

AON HEWITT FINANCIAL ADVICE LIMITED

Nov 2015 - Jul 2019 Ceased

FINCHOICE PTY LTD

May 2013 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register