Financial Adviser · MELBOURNE, VIC

Leigh Gordon Evans

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001243548

Leigh Gordon Evans is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Leigh is currently authorised under Interprac Financial Planning Pty Ltd. Leigh 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 (CFP) from Financial Planning Association (FPA). Leigh is a member of CERTIFIED FINANCIAL PLANNER (CFP), FINANCIAL SERVICES INSTITUTE OF AUSTRALASIA and 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

1994
ASSOCIATE DIPLOMA OF BUSINESS ( BANKING AND FINANCE)
BOX HILL COLLEGE OF TECHNICAL AND FURTHER EDUCATION
1994
Associate Diploma of Business (Banking & Finance)
Box Hill College of Technical and Further Education
1999
ADVANCED DIPLOMA OF BUSINESS ( ACCOUNTING)
SWINBURN UNIVERSITY OF TECHNOLOGY
1999
Advanced Diploma of Business (Accounting)
Swinburne University of Technology Victoria Australia
2004
DIPLOMA OF FINANCIAL PLANNING
FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA LIMITED
2007
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
MARGIN LENDING ACCREDITATION PROGRAM
DEAKIN PRIME
2011
Margin Lending Accreditation
Stockbrokers Association of Australia
2013
CERTIFIED FINANCIAL PLANNER
FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA LIMITED
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Accredited Aged Care Professional
Aged Care Steps

Registration History

Jun 2020 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Sep 2017 - Jun 2020 Ceased
Jun 2016 - Dec 2016 Ceased
E.L. & C. BAILLIEU PTY LIMITED
Oct 2004 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register