Financial Adviser
· WAYVILLE, SA
Simon Leske
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003848
Simon Leske is a financial adviser based in Wayville, South Australia, with 25 years of experience in the financial services industry. Simon is currently authorised under Count Financial Limited. Simon 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 (CFP) from Financial Planning Association of Australia (FPA). Simon 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2012
Margin Lending
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register