Financial Adviser
· COTTON TREE, QLD
Leonie Irene Mckain
No disciplinary history on record with ASIC
COTTON TREE,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000458555
Practice
Cotton Tree, QLD (practice address on ASIC register)
Licensed through Matrix Planning Solutions
About Leonie Irene Mckain
Leonie Irene Mckain is a financial adviser based in Cotton Tree, Queensland, with 11 years of experience in the financial services industry since 2015. Leonie works at Viewon Financial Advisory, which is licensed through Matrix Planning Solutions Limited. Leonie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leonie's qualifications include a Master of Financial Planning from Kaplan Higher Education. Leonie 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Planning
Traineeship Management Australia (TMA)
2013
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2017
Master of Financial Planning
Kaplan Higher Education
2018
Commercial Law Course (TASACLv2)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2021
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register