Leanne Joy Moir
Financial Adviser in South Bunbury, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250700
- Location
- South Bunbury WA 6230
- Licensee
- PFP Financial Services Pty Ltd (AFSL 535484)
- Authorised since
- 1 October 2023
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Self Managed Superannuation Funds, Tribeca (2007); TASACLv1 Commercial Law, Kaplan (2017)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Leanne Joy Moir
Leanne Joy Moir is a financial adviser in South Bunbury, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000250700.
The licensee Leanne advises under is PFP Financial Services Pty Ltd (AFS licence 535484). The current authorisation started on 1 October 2023.
According to the register, Leanne first provided financial advice in 2002. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Self Managed Superannuation Funds (Tribeca, 2007). Professional memberships recorded: SMSF Association.
The authorisation covers advice 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 Leanne Joy Moir a registered financial adviser?
Yes. Leanne Joy Moir is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250700.
Which licensee does Leanne Joy Moir work under?
PFP Financial Services Pty Ltd, Australian financial services licence 535484.
What can Leanne Joy Moir 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.