Leon Volovich
Financial Adviser in Brighton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274418
- Location
- Brighton VIC 3186
- Licensee
- Lifestyle Investment Planning Pty Ltd (AFSL 278361)
- Authorised since
- 14 March 2024
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), Monach University (1987); Diploma of Financial Planning, Kaplan Professional (2014)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Leon Volovich
Leon Volovich is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brighton, Victoria (adviser number 000274418).
Leon provides advice as an authorised representative of Lifestyle Investment Planning Pty Ltd, which holds Australian financial services licence 278361. That authorisation dates from 14 March 2024.
The register records 2003 as the year Leon first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Monach University, 1987) and Diploma of Financial Planning (Kaplan Professional, 2014). Leon is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Leon is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Leon Volovich a registered financial adviser?
Yes. Leon Volovich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274418.
Which licensee does Leon Volovich work under?
Lifestyle Investment Planning Pty Ltd, Australian financial services licence 278361.
What can Leon Volovich give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.