Leonard William Charles McCarthy
Financial Adviser in Thornton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238505
- Location
- Thornton NSW 2322
- Licensee
- HNW Planning Pty Ltd (AFSL 225216)
- Authorised since
- 8 March 2017
- First provided advice
- 2004
- Qualifications
- Certificate in Financial Markets, Securities Institute (1992); Diploma Financial Services, Integratech (2004); Financial Adviser Exam, FASEA (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Leonard William Charles McCarthy
Leonard William Charles McCarthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Thornton, New South Wales (adviser number 001238505).
Advice is given under the Australian financial services licence of HNW Planning Pty Ltd, licence number 225216. That authorisation dates from 8 March 2017.
According to the register, Leonard first provided financial advice in 2004. The qualifications listed for Leonard include Certificate in Financial Markets (Securities Institute, 1992), Diploma Financial Services (Integratech, 2004) and Financial Adviser Exam (FASEA, 2021). Leonard is recorded as a member of 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.
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Questions people ask
Is Leonard William Charles McCarthy a registered financial adviser?
Yes. Leonard William Charles McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238505.
Which licensee does Leonard William Charles McCarthy work under?
HNW Planning Pty Ltd, Australian financial services licence 225216.
What can Leonard William Charles McCarthy 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.