Financial Adviser
· ADELAIDE, SA
Jeremy Leach
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001730
Jeremy Leach is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry. Jeremy is currently authorised under Findex Advice Services Pty Ltd. Jeremy holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Jeremy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Graduate Diploma of Applied Finance
Kaplan Professional
2017
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2017
SMSF Core Course
DBA Network Pty Ltd
2018
Tier 1
Personal Advice - Other - Kaplan Professional
2025
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register