Financial Adviser
· SYDNEY, NSW
Rita Leong
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004948
Rita Leong is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Rita is currently authorised under Australia And New Zealand Banking Group Limited. Rita 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 Bachelor of Arts (Economics) from University of Manitoba.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only .
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Arts (Economics)
University of Manitoba
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
Commercial Law
Kaplan Higher Education Pty Limited
2023
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only .
SMSF: No Restrictions; Permitted
Source: ASIC Financial Advisers Register