Financial Adviser · DALYELLUP, WA

Lesley Kate Legg

14 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000431600

Lesley Kate Legg is a financial adviser based in Dalyellup, Western Australia, with 14 years of experience in the financial services industry. Lesley is currently authorised under Alliance Wealth Pty Ltd. Lesley 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 Higher Education.

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 and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Mentor Education

2018

Commercial Law Course

Kaplan Professional

2018

Tax for Financial Advising Course

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Mar 2024 - Present Current

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

Millennium 3 Financial Services Pty Ltd

Jan 2020 - Mar 2024 Ceased

Government Debentures, Stocks or Bonds: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.

ELDERS FINANCIAL PLANNING PTY LTD

Nov 2012 - Jan 2020 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register