Leticia Anne Leggett
Financial Adviser in Nuriootpa, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297099
- Location
- Nuriootpa SA 5355
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 29 November 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Agricultural Commerce), University of Sydney (1997); Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Self Managed Superannuation Finds Course, Kaplan Professional (2010); Margin Lending and Geared Investments Program, Kaplan Professional (2011); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2012); SMSF Specialist Advisor (SSA) Accreditation Program, SMSF Association (2013); Accredited Aged Care Professional Program, Aged Care Steps (2017); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2023)
- Memberships
- SMSF Specialist Advisor of SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Leticia Anne Leggett
Leticia Anne Leggett is a financial adviser in Nuriootpa, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000297099.
The licensee Leticia advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 29 November 2019.
According to the register, Leticia first provided financial advice in 2007. The qualifications listed for Leticia include Bachelor of Business (Agricultural Commerce) (University of Sydney, 1997), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Professional memberships recorded: SMSF Specialist Advisor of SMSF Association.
Leticia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Leticia Anne Leggett a registered financial adviser?
Yes. Leticia Anne Leggett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297099.
Which licensee does Leticia Anne Leggett work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Leticia Anne Leggett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.