Financial Adviser
· ROCKHAMPTON, QLD
Marcus Isaac Leggat
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004635
Marcus Isaac Leggat is a financial adviser based in Rockhampton, Queensland, with 22 years of experience in the financial services industry since 2004. Marcus is currently authorised under Capstone Financial Planning, operating through Fitzroy Financial Advice. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's qualifications include a Master in Financial Planning from University of the Sunshine Coast. Marcus is a member of 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
2004
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2007
Graduate Certificate in Financial Planning
University of the Sunshine Coast
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Master in Financial Planning
University of the Sunshine Coast
2015
Self-Managed Superannuation Funds
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register