Financial Adviser
· SURREY HILLS, VIC
Leah Newman
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268720
Leah Newman is a financial adviser based in Surrey Hills, Victoria, with 8 years of experience in the financial services industry. Leah is currently authorised under Lifespan Financial Planning Pty Ltd. Leah 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 Graduate Diploma of Financial Planning from Kaplan Professional. Leah 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan
2019
Accredited Aged Care Professional
Aged Care Steps
2021
Advance Diploma of Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional