Financial Adviser
· BRIGHTON, VIC
Leon Volovich
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274418
Leon Volovich is a financial adviser based in Brighton, Victoria, with 23 years of experience in the financial services industry. Leon is currently authorised under Lifestyle Investment Planning Pty Ltd. Leon 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 (Accounting) from Monach University. Leon is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Business (Accounting)
Monach University
2014
Diploma of Financial Planning
Kaplan Professional