Financial Adviser · GERALDTON, WA

Leanne Scott

GERALDTON, WA

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000283649

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Leanne Scott

Leanne Scott is a financial adviser based in Geraldton, Western Australia, with 15 years of experience in the financial services industry since 2011. Leanne is currently authorised under Akumin Financial Planning. 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 Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Certificate III in Financial Services (General Insurance)

AMP Financial Planning

2011

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

SMSF Course

University of Adelaide

2015

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Sep 2011 - Present Current

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