Financial Adviser
· BUNBURY, WA
Leanne Brown
No disciplinary history on record with ASIC
BUNBURY,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251571
About Leanne Brown
Leanne Brown is a financial adviser based in Bunbury, Western Australia, with 10 years of experience in the financial services industry since 2016. Leanne is currently authorised under Strategy First Financial Planners. Leanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leanne's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Leanne is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2014
928 Margin Lending
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2023
SMSF Specialist Advisor
SMSF Association
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register