Financial Adviser
· PERTH, WA
Leanne Martinez
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003829
Leanne Martinez is a financial adviser based in Perth, Western Australia, with 15 years of experience in the financial services industry. Leanne is currently authorised under Sentry Advice Pty Ltd. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised to provide personal advice on Securities & Standard Margin Lending
Not authorised to provide personal advice on Securities, Standard Margin Lending
Source: ASIC Financial Advisers Register