David Patrick Leslie
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000322049
- Location
- Newcastle NSW 2300
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 June 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2006); Accredited Derivatives Adviser Level 1, Kaplan (2012); Bachelor of Commerce (Finance), University of Newcastle (2012); Accredited Aged Care Professional, Aged Care Steps (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Patrick Leslie
On the Financial Advisers Register kept by ASIC, David Patrick Leslie appears as a current financial adviser in Newcastle, New South Wales, adviser number 000322049.
The licensee David advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 15 June 2024.
According to the register, David first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2006), Accredited Derivatives Adviser Level 1 (Kaplan, 2012) and Bachelor of Commerce (Finance) (University of Newcastle, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Patrick Leslie a registered financial adviser?
Yes. David Patrick Leslie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322049.
Which licensee does David Patrick Leslie work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Patrick Leslie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.