Financial Adviser
· SYDNEY, NSW
Leon Kofmansky
No disciplinary history on record with ASIC
SYDNEY,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436886
About Leon Kofmansky
Leon Kofmansky is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Leon is currently authorised under Mufg Retire360. Leon holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Leon's qualifications include a Bachelor of Arts from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Arts
La Trobe University
2007
Diploma of Financial Services (Financial Planning)
ThreeSixty
2012
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2020
Economic and Legal Context for Financial Planning
Kaplan Higher Education
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Tax and Commercial Law for Financial Planning
Kaplan Higher Education
Registration History
Not authorised to provide advice in SMSFs.
Source: ASIC Financial Advisers Register