Leslie Charles McGuire
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000330477
- Location
- Ballina NSW 2478
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 19 July 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2007); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2008); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Master of Business Administration, Australian Institute of Financial Studies Pty Ltd (2013)
- Memberships
- FBAA - Finance Brokers Association of Australia; 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 Leslie Charles McGuire
Leslie Charles McGuire is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballina, New South Wales (adviser number 000330477).
Leslie provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 19 July 2021.
The register records 2008 as the year Leslie first provided financial advice. The qualifications listed for Leslie include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2007), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2008) and Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009). Leslie is recorded as a member of FBAA – Finance Brokers Association of Australia and 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 Leslie Charles McGuire a registered financial adviser?
Yes. Leslie Charles McGuire is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000330477.
Which licensee does Leslie Charles McGuire work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Leslie Charles McGuire 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.