Financial Planning Firm · Margaret River , Western Australia

Legacy Financial Planning Pty. Ltd.

Legacy Financial Planning Pty. Ltd. is a financial planning firm based in Margaret River, Western Australia. The firm has held an Australian Financial Services licence since 2020. ABN: 91 167 254 202.

About Legacy Financial Planning Pty. Ltd.

Margaret River, WA, 6285

Licensed since 2020

ABN: 91 167 254 202

AFS Licence: 519446

3 Financial Advisers at Legacy Financial Planning Pty. Ltd.

Adam Lee James O'neill No disciplinary history on record with ASIC

St Lucia, QLD

Tax advice Superannuation Life Insurance Life Insurance Investments

17 yrs

Since 2009

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Andrew David Courtney No disciplinary history on record with ASIC

St Lucia, QLD

Tax advice Superannuation Life Insurance Life Insurance Investments

11 yrs

Since 2015

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James Ian William Proud No disciplinary history on record with ASIC

St Lucia, QLD

Tax advice Superannuation Life Insurance Life Insurance Investments

1 yrs

Since 2025

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