Financial Adviser · BRIGHTON, VIC

Courtney Leach

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001299469

Courtney Leach is a financial adviser based in Brighton, Victoria, with 3 years of experience in the financial services industry. Courtney is currently authorised under Spark Advisors Australia Pty Ltd. Courtney 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 Bachelor of Business from Holmes Institute. Courtney 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

Restrictions: Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Business
Holmes Institute
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2024
SMSF Specialist Advisor (SSA)
SMSF Association

Registration History

May 2025 - Present Current
Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
Sep 2024 - Feb 2025 Ceased
Feb 2024 - Jul 2024 Ceased
Adviser could not provide personal advice on SMSF structure.
Jul 2023 - Aug 2023 Ceased
Oct 2022 - May 2023 Ceased

Source: ASIC Financial Advisers Register