Leslie Bruce Tate
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242388
- Location
- Brisbane City QLD 4000
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Professional (2016); Master of Financial Planning, Kaplan Professional (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation
- Restriction
- Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Leslie Bruce Tate
On the Financial Advisers Register kept by ASIC, Leslie Bruce Tate appears as a current financial adviser in Brisbane City, Queensland, adviser number 001242388.
Leslie provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. The current authorisation started on 1 December 2019.
According to the register, Leslie first provided financial advice in 2016. The qualifications listed for Leslie include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001), FPC006 Tax and Commercial Law for Financial Planning (Kaplan Professional, 2016) and Master of Financial Planning (Kaplan Professional, 2018). Leslie is recorded as a member of Financial Advice Association of Australia (FAAA).
Leslie is authorised to advise on superannuation. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.”
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Questions people ask
Is Leslie Bruce Tate a registered financial adviser?
Yes. Leslie Bruce Tate is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242388.
Which licensee does Leslie Bruce Tate work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Leslie Bruce Tate give advice on?
The register lists these advice areas: superannuation. It also records this restriction: "Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only."