Financial Adviser
· MACKAY, QLD
Leesa Michelle Graham
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327931
Leesa Michelle Graham is a financial adviser based in Mackay, Queensland, with 18 years of experience in the financial services industry. Leesa is currently authorised under Fitzwealth Financial Advice Pty Ltd. Leesa 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 Certified Financial Planner from FAAA. Leesa is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Certification Program
CPA Australia
2007
Postgraduate Diploma in Personal Financial Planning
University of Southern Queensland
2014
Certified Financial Planner
FAAA
2015
SMSF Specialist Adviser
SMSF Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Derivatives limited to old law securities options contracts and warrants
Source: ASIC Financial Advisers Register