Financial Adviser · TOOWOOMBA, QLD

Leon Patrick Versace

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000343279

Leon Patrick Versace is a financial adviser based in Toowoomba, Queensland, with 17 years of experience in the financial services industry. Leon is currently authorised under Fiducian Financial Services Pty Ltd. Leon 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 of Financial Planning from Financial Planning Association.

Authorised to Advise On

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

Restrictions: This adviser is not authorised to provide advice on margin lending.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association

2008

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Fiducian Financial Services Pty Ltd

Dec 2018 - Present Current

This adviser is not authorised to provide advice on margin lending.

SUNCORP FINANCIAL SERVICES PTY LTD

Nov 2011 - Aug 2018 Ceased

HENDERSON MATUSCH PTY LTD

Dec 2009 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register