Leanne Olsen
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003893
- Location
- North Sydney NSW 2060
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 28 February 2022
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Commonwealth Bank (2003); Certificate of Margin Lending and Geared Investments, Kaplan Professional (2012); Graduate Diploma of Financial Planning, Kaplan Professional (2012)
- 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
- Restriction
- Superannuation excludes SMSF advice and Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Leanne Olsen
On the Financial Advisers Register kept by ASIC, Leanne Olsen appears as a current financial adviser in North Sydney, New South Wales, adviser number 001003893.
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. The current authorisation started on 28 February 2022.
According to the register, Leanne first provided financial advice in 2003. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Commonwealth Bank, 2003), Certificate of Margin Lending and Geared Investments (Kaplan Professional, 2012) and Graduate Diploma of Financial Planning (Kaplan Professional, 2012). 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.
A further restriction is recorded on the register: “Superannuation excludes SMSF advice and Securities excludes direct equities advice.”
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Questions people ask
Is Leanne Olsen a registered financial adviser?
Yes. Leanne Olsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003893.
Which licensee does Leanne Olsen work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Leanne Olsen 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. It also records this restriction: "Superannuation excludes SMSF advice and Securities excludes direct equities advice."