Financial Adviser · CAMBERWELL, VIC

Janrene Leong

8 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001269478

Janrene Leong is a financial adviser based in Camberwell, Victoria, with 8 years of experience in the financial services industry. Janrene is currently authorised under Alliance Wealth Pty Ltd. Janrene 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 Commerce (Accounting and Finance) from Deakin University. Janrene 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce (Accounting and Finance)

Deakin University

2018

Diploma of Financial Planning (DFP1-4)

International Institute of Technology (IIT)

2021

Chartered Accountants Program (including Graduate Diploma of Chartered Accounting)

Chartered Accountants Australia and New Zealand

2025

Economic and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Charter Financial Planning Limited

Nov 2018 - Dec 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register