Financial Adviser
· HAWTHORN, VIC
Sarah Anne Leslie
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295141
Sarah Anne Leslie is a financial adviser based in Hawthorn, Victoria, with 23 years of experience in the financial services industry. Sarah is currently authorised under Swm (Aust) Pty Ltd. Sarah 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 Planning Association of Australia. Sarah 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
2004
Bachelor of Business (Financial Planning)
RMIT University
2008
Certified Financial Planner
Financial Planning Association of Australia