Jason Dean Leddin
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000344189
- Location
- Warrnambool VIC 3280
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 12 July 2019
- First provided advice
- 2010
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), International Institute of Technology (2011); Self Managed Superannuation Funds, Pinnacle (2014); Accredited Listed Product Adviser Program, Kaplan (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Dean Leddin
Jason Dean Leddin is a financial adviser in Warrnambool, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000344189.
The licensee Jason advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 12 July 2019.
According to the register, Jason first provided financial advice in 2010. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (International Institute of Technology, 2011), Self Managed Superannuation Funds (Pinnacle, 2014) and Accredited Listed Product Adviser Program (Kaplan, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Dean Leddin a registered financial adviser?
Yes. Jason Dean Leddin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344189.
Which licensee does Jason Dean Leddin work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Jason Dean Leddin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.