Jeremy Leach Financial Planner Report

Name:
Jeremy Leach

Rep Number:
001001730

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2015-11-30 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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

Qualifications
Flinders University
Bachelor of Education
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Graduate Diploma of Applied Finance

Memberships
Financial Planning Association of Australia (FPA)