Jennifer Louise Leonard
Financial Adviser in Cronulla, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309465
- Location
- Cronulla NSW 2230
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 December 2023
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning (8 units), FPA Australia (2001); Self Managed Superannuation Funds Course, Tribeca Learning (2006); Accredited Listed Products Adviser Program, Kaplan Professional (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Accredited Aged Care Professional Program, Aged Care Steps (2016); Graduate Diploma of Financial Planning, Griffith University (2021)
- Memberships
- Certified Financial Planner (CFP) of 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 Jennifer Louise Leonard
On the Financial Advisers Register kept by ASIC, Jennifer Louise Leonard appears as a current financial adviser in Cronulla, New South Wales, adviser number 000309465.
The licensee Jennifer advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 11 December 2023.
The register records 1996 as the year Jennifer first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (8 units) (FPA Australia, 2001), Self Managed Superannuation Funds Course (Tribeca Learning, 2006) and Accredited Listed Products Adviser Program (Kaplan Professional, 2010). Jennifer is recorded as a member of Certified Financial Planner (CFP) of FAAA.
Jennifer 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 Jennifer Louise Leonard a registered financial adviser?
Yes. Jennifer Louise Leonard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309465.
Which licensee does Jennifer Louise Leonard work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jennifer Louise Leonard 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.