Leesa Michelle Graham
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327931
- Location
- Mackay QLD 4740
- Licensee
- Fitzwealth Financial Advice Pty Ltd (AFSL 307169)
- Authorised since
- 9 October 2017
- First provided advice
- 2008
- Qualifications
- Certification Program, CPA Australia (1994); Postgraduate Diploma in Personal Financial Planning, University of Southern Queensland (2007); Certified Financial Planner, FAAA (2014); SMSF Specialist Adviser, SMSF Association (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Leesa Michelle Graham
On the Financial Advisers Register kept by ASIC, Leesa Michelle Graham appears as a current financial adviser in Mackay, Queensland, adviser number 000327931.
Leesa provides advice as an authorised representative of Fitzwealth Financial Advice Pty Ltd, which holds Australian financial services licence 307169. The current authorisation started on 9 October 2017.
According to the register, Leesa first provided financial advice in 2008. The qualifications listed for Leesa include Certification Program (CPA Australia, 1994), Postgraduate Diploma in Personal Financial Planning (University of Southern Queensland, 2007) and Certified Financial Planner (FAAA, 2014). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Leesa 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 Leesa Michelle Graham a registered financial adviser?
Yes. Leesa Michelle Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327931.
Which licensee does Leesa Michelle Graham work under?
Fitzwealth Financial Advice Pty Ltd, Australian financial services licence 307169.
What can Leesa Michelle Graham 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.