Financial Adviser
· WEST LEEDERVILLE, WA
Daniel Leske
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261779
Daniel Leske is a financial adviser based in West Leederville, Western Australia, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Strategic Finance Partners, operating through Tallowwood Wealth Advice. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Master of Financial Planning from Deakin University. Daniel 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business and Economics
Flinders University
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Master of Financial Planning
Deakin University
2022
FPE011 Debt Strategies
Kaplan Professional
2024
SuperConcepts Specialist SMSF Course
The University of Adelaide
Registration History
PORTFOLIO PLANNING SOLUTIONS LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PPS LIFESTYLE SOLUTIONS PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
STATEWIDE SUPERANNUATION PTY LTD
Scope of Authority: LIMITED. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) debentures, stocks or bonds issued or proposed to be issued by a government; (ii) interests in managed investment schemes including;(A) investor directed portfolio services; (iii) securities; (iv) standard margin lending facility; (v) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: (i) deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products; (ii) debentures, stocks or bonds issued or proposed to be issued by a government; (iii) interests in managed investment schemes including; (A) investor directed portfolio services; (iv) securities; (v) standard margin lending facility; (vi) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients.
Scope of Authority: Limited(a) provide financial product advice for the following classes of financial products:(i) deposit and payment products limited to:(A) basic deposit products;(B) deposit products other than basic deposit products;(ii) debentures, stocks or bonds issued or proposed to be issued by a Government;(iii) life products including:(A) investment life insurance products as well as any products issued by aRegistered Life Insurance Company that are backed by one or more of itsstatutory funds; and(B) life risk insurance products as well as any products issued by a RegisteredLife Insurance Company that are backed by one or more of its statutoryfunds;(iv) interests in managed investment schemes;(v) securities; and(vi) superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b) deal in a financial product by:(i) applying for, acquiring, varying or disposing of a financial product on behalf ofanother person in respect of the following classes of products:(A) deposit and payment products limited to:(1) basic deposit products;(B) life products including:(1) investment life insurance products as well as any products issuedby a Registered Life Insurance Company that are backed by one ormore of its statutory funds; and(2) life risk insurance products as well as any products issued by aRegistered Life Insurance Company that are backed by one or moreof its statutory funds;(C) interests in managed investment schemes;(D) securities; and(E) superannuation, excluding Self Managed Superannuation Funds (SMSFs);to retail or wholesale clients.
Source: ASIC Financial Advisers Register