Leigh Goad Financial Planner Report

Name:
Leigh Goad

Rep Number:
000242948

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2012-06-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
FPA
Certified Financial Planner
RMIT
Diploma Financial Planning
Macquarie University & ASFA
Diploma Superannuation Management

Memberships
Association of Superannuation Funds Australia (ASFA)
Financial Planning Association of Australia (FPA)