Data sourced from ASIC Financial Advisers Register
Financial Adviser · GERALDTON, WA

Leanne Scott

15 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000283649

Leanne Scott is a financial adviser based in Geraldton, Western Australia, with 15 years of experience in the financial services industry. Leanne is currently authorised under Akumin Financial Planning Pty Limited. Leanne 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 Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Certificate III in Financial Services (General Insurance)
AMP Financial Planning
2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
SMSF Course
University of Adelaide
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2011 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register