Leonie Irene McKain
Financial Adviser in Cotton Tree, Queensland, Australia
Review Leonie Irene McKain
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 number000458555
- Location
- Cotton Tree QLD 4558
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 28 January 2025
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Traineeship Management Australia (TMA) (2012); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2013); Master of Financial Planning, Kaplan Higher Education (2017); Commercial Law Course (TASACLv2), Kaplan Professional (2018); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Accredited Listed Product Adviser Program, Kaplan Professional (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Leonie Irene McKain
Leonie Irene McKain is a financial adviser in Cotton Tree, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000458555.
The licensee Leonie advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 28 January 2025.
According to the register, Leonie first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Planning (Traineeship Management Australia (TMA), 2012), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2013) and Master of Financial Planning (Kaplan Higher Education, 2017). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Leonie Irene McKain here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Leonie Irene McKain a registered financial adviser?
Yes. Leonie Irene McKain is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000458555.
Which licensee does Leonie Irene McKain work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Leonie Irene McKain 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.