Financial Adviser · PERTH, WA

Leanne Rowley

PERTH, WA

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000223142

Licensee

Paragem

Sydney, NSW (licence address on ASIC register)

View licensee

About Leanne Rowley

Leanne Rowley is a financial adviser based in Perth, Western Australia, with 28 years of experience in the financial services industry since 1998. Leanne is currently authorised under Paragem. Leanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leanne's qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Leanne is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner's Board of Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003

8 Unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2006

Certificate IV in Financial Services (Finance/Mortgage Broking)

Archer College

2010

5 Unit CFP Certification Program

Financial Planning Association of Australia (FPA)

2010

Margin Lending and Geared Investments

Kaplan Professional

2017

SuperConcepts & ICFS Specialist SMSF Course

University of Adelaide

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Paragem Pty Limited

Jul 2019 - Present Current

SECURITOR FINANCIAL GROUP PTY LIMITED

Nov 2016 - Jul 2019 Ceased

OMNIWEALTH SERVICES PTY LIMITED

Sep 2013 - Nov 2016 Ceased

Not authorised to give SMSF advice

BEPAD PTY LTD

Aug 2002 - Sep 2013 Ceased

Source: ASIC Financial Advisers Register