David Leese
Financial Adviser in Jamestown, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248581
- Location
- Jamestown SA 5491
- Licensee
- North Run Pty Ltd (AFSL 329800)
- Authorised since
- 1 November 2008
- First provided advice
- 1998
- Qualifications
- Dipolma in Financial Planning, Deakin University (2002); SMSF, Tribeca Education (2005); Margin Lending, Kaplan (2010); Graduate Diploma in Financial Planning, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Leese
On the Financial Advisers Register kept by ASIC, David Leese appears as a current financial adviser in Jamestown, South Australia, adviser number 000248581.
The licensee David advises under is North Run Pty Ltd (AFS licence 329800). The current authorisation started on 1 November 2008.
The register records 1998 as the year David first provided financial advice. The qualifications listed for David include Dipolma in Financial Planning (Deakin University, 2002), SMSF (Tribeca Education, 2005) and Margin Lending (Kaplan, 2010). David is recorded as a member of Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Leese a registered financial adviser?
Yes. David Leese is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248581.
Which licensee does David Leese work under?
North Run Pty Ltd, Australian financial services licence 329800.
What can David Leese give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.