Financial Adviser
· JAMESTOWN, SA
David Leese
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248581
David Leese is a financial adviser based in Jamestown, South Australia, with 28 years of experience in the financial services industry. David is currently authorised under North Run Pty Ltd. David 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 in Financial Planning from Kaplan. David 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Dipolma in Financial Planning
Deakin University
2005
SMSF
Tribeca Education
2010
Margin Lending
Kaplan
2023
Graduate Diploma in Financial Planning
Kaplan