Financial Adviser
· COMO, WA
Zacary James Leeson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234032
Zacary James Leeson is a financial adviser based in Como, Western Australia, with 11 years of experience in the financial services industry. Zacary is currently authorised under Tfg Australia Pty Ltd. Zacary 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 (FPA). Zacary 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
2014
Bachelor of Commerce
University of Western Australia
2015
Diploma of Financial Planning
Kaplan Education Pty Limited
2018
Certified Financial Planner
Financial Planning Association (FPA)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd