Financial Adviser · COTTON TREE, QLD

Leonie Irene Mckain

COTTON TREE, QLD

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 000458555

Currently at

Viewon Financial Advisory

Bundall, QLD (firm address)

View firm profile

Leonie Irene Mckain is a financial adviser based in Cotton Tree, Queensland, with 11 years of experience in the financial services industry since 2015. Leonie is currently authorised under Matrix Planning Solutions Limited, operating through Viewon Financial Advisory. Leonie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leonie's qualifications include a Master of Financial Planning from Kaplan Higher Education. Leonie 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

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Planning

Traineeship Management Australia (TMA)

2013

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2017

Master of Financial Planning

Kaplan Higher Education

2018

Commercial Law Course (TASACLv2)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2021

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Matrix Planning Solutions Limited

Jan 2025 - Present Current

Capstone Financial Planning Pty Ltd

Nov 2023 - Jan 2025 Ceased

Fortnum Advice Pty Ltd

Apr 2021 - Oct 2023 Ceased

Bridges Financial Services Pty Limited

Apr 2015 - Apr 2021 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register