Financial Adviser · BALLINA, NSW

Leslie Charles Mcguire

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000330477

Leslie Charles Mcguire is a financial adviser based in Ballina, New South Wales, with 18 years of experience in the financial services industry. Leslie is currently authorised under Fortnum Private Wealth Ltd. Leslie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from Australian Institute of Financial Studies Pty Ltd. Leslie is a member of FBAA - Finance Brokers Association of Australia and 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

2007

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2008

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2013

Master of Business Administration

Australian Institute of Financial Studies Pty Ltd

Registration History

Fortnum Private Wealth Ltd

Jul 2021 - Present Current

Akumin Financial Planning Pty Limited

Sep 2008 - Jul 2021 Ceased

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