Financial Adviser
· PENSHURST, NSW
Leonita Kosasih
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267188
Leonita Kosasih is a financial adviser based in Penshurst, New South Wales, with 8 years of experience in the financial services industry. Leonita is currently authorised under Quinn Financial Planning Pty Ltd. Leonita 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 Financial Planning from UNSW. Leonita is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Applied Finance
Macquarie University
2014
Diploma of Financial Planning
Kaplan
2018
Master of Financial Planning
UNSW
2019
Ethics
Ethics - Kaplan
2020
FASEA Financial Adviser Exam
FASEA
Registration History
Source: ASIC Financial Advisers Register