Financial Adviser
· SOUTH BUNBURY, WA
Leanne Joy Moir
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250700
Leanne Joy Moir is a financial adviser based in South Bunbury, Western Australia, with 24 years of experience in the financial services industry since 2002. Leanne is currently authorised under Pfp Financial Services. 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca. Leanne 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2007
Self Managed Superannuation Funds
Tribeca
2017
TASACLv1 Commercial Law
Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register