Leon Patrick Versace
Financial Adviser in Toowoomba, Queensland, Australia
Review Leon Patrick Versace
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000343279
- Location
- Toowoomba QLD 4350
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 19 December 2018
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2001); Self Managed Superannuation Funds, Kaplan Professional (2008)
- 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
- Restriction
- This adviser is not authorised to provide advice on margin lending.
- Tax (financial) advice
- Yes
- Register status
- Current
About Leon Patrick Versace
On the Financial Advisers Register kept by ASIC, Leon Patrick Versace appears as a current financial adviser in Toowoomba, Queensland, adviser number 000343279.
Leon provides advice as an authorised representative of Fiducian Financial Services Pty Ltd, which holds Australian financial services licence 231103. The current authorisation started on 19 December 2018.
The register records 2009 as the year Leon first provided financial advice. The qualifications listed for Leon include Diploma of Financial Planning (Financial Planning Association, 2001) and Self Managed Superannuation Funds (Kaplan Professional, 2008).
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.
The register adds a condition to this authorisation: “This adviser is not authorised to provide advice on margin lending.”
Reviews
Nobody has reviewed Leon Patrick Versace here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Leon Patrick Versace a registered financial adviser?
Yes. Leon Patrick Versace is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343279.
Which licensee does Leon Patrick Versace work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Leon Patrick Versace 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. It also records this restriction: "This adviser is not authorised to provide advice on margin lending."