Financial Adviser
· BURNIE, TAS
Leanne Maree Stokes
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264719
Leanne Maree Stokes is a financial adviser based in Burnie, Tasmania, with 26 years of experience in the financial services industry. Leanne is currently authorised under Viridian Advisory Pty Ltd. Leanne 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 Financial Advice Association of Australia. Leanne 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
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Self Managed Superannuation Funds
Kaplan Professional
2015
Master of Business
University of Southern Queensland
2016
Certified Financial Planner
Financial Advice Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Margin Lending and Geared Investments
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register