Financial Adviser · CLEVELAND, QLD

Leanne Louise Watts

8 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001270074

Leanne Louise Watts is a financial adviser based in Cleveland, Queensland, with 8 years of experience in the financial services industry. Leanne is currently authorised under Infocus Securities Australia Pty Ltd. Leanne 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 Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

Mentor Education Pty Ltd

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Mar 2024 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Akumin Financial Planning Pty Limited

Nov 2018 - Mar 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register