Leonie Taylor Financial Planner Report

Name:
Leonie Lesley Taylor

Rep Number:
000241968

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Brisbane, , QLD, 0

Licensee
Name:

Number:
000230690

ABN:
23 002 336 254

Controlled By:

Appointed By
Name:
Godfrey Pembroke Limited

Licence Number:
000230690

ABN:
23 002 336 254

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland University of Technology
Bachelor Degree - Business
Financial Planning Association of Australia
CFP - Certified Financial Planner
Institute of Chartered Accountants
Graduate Diploma - Chartered Accountant

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association
Taxation Institute of Australia