Financial Adviser
· THORNTON, NSW
Leonard William Charles Mccarthy
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238505
Leonard William Charles Mccarthy is a financial adviser based in Thornton, New South Wales, with 22 years of experience in the financial services industry. Leonard is currently authorised under Hnw Planning Pty Ltd. Leonard 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 Diploma Financial Services from Integratech. Leonard is a member of 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
1992
Certificate in Financial Markets
Securities Institute
2004
Diploma Financial Services
Integratech
2021
Financial Adviser Exam
FASEA
Registration History
EASTWOODS WEALTH MANAGEMENT PTY LTD
Not authorised to provide personal advice on SMSF or Standard Margin Lending Facility.
SHEER DESIGN MAGAZINE PTY LTD
MMG BUSINESS GROUP PTY LTD
Source: ASIC Financial Advisers Register