Lesley Kate Legg
Financial Adviser in Dalyellup, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431600
- Location
- Dalyellup WA 6230
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 16 March 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Commercial Law Course, Kaplan Professional (2018); Tax for Financial Advising Course, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lesley Kate Legg
On the Financial Advisers Register kept by ASIC, Lesley Kate Legg appears as a current financial adviser in Dalyellup, Western Australia, adviser number 000431600.
The licensee Lesley advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 16 March 2024.
According to the register, Lesley first provided financial advice in 2012. The qualifications listed for Lesley include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Commercial Law Course (Kaplan Professional, 2018) and Tax for Financial Advising Course (Kaplan Professional, 2018).
Lesley is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Lesley Kate Legg a registered financial adviser?
Yes. Lesley Kate Legg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431600.
Which licensee does Lesley Kate Legg work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Lesley Kate Legg give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."