Financial Adviser · SYDNEY, NSW

Leanna Katsikaris

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003791

Leanna Katsikaris is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Leanna is currently authorised under Bombora Advice Pty Ltd. Leanna holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Mar 2025 - Present Current
Mar 2022 - Oct 2024 Ceased
Mar 2020 - Mar 2022 Ceased
Jul 2018 - Dec 2019 Ceased
Jan 2017 - Jun 2018 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Sep 2014 - Feb 2016 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Apr 2010 - Oct 2013 Ceased
May 2005 - Dec 2009 Ceased

Source: ASIC Financial Advisers Register