Marcus Isaac Leggat
Financial Adviser in Rockhampton, Queensland, Australia
Review Marcus Isaac Leggat
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 number001004635
- Location
- Rockhampton QLD 4700
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 July 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Services (2004); Graduate Certificate in Financial Planning, University of the Sunshine Coast (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); Master in Financial Planning, University of the Sunshine Coast (2010); Self-Managed Superannuation Funds, Kaplan Professional (2015)
- Memberships
- SMSF Association
- 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 Marcus Isaac Leggat
Marcus Isaac Leggat is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rockhampton, Queensland (adviser number 001004635).
The licensee Marcus advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 15 July 2019.
According to the register, Marcus first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2004), Graduate Certificate in Financial Planning (University of the Sunshine Coast, 2007) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: SMSF Association.
Marcus is authorised to advise 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.
Reviews
Nobody has reviewed Marcus Isaac Leggat here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Marcus Isaac Leggat a registered financial adviser?
Yes. Marcus Isaac Leggat is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004635.
Which licensee does Marcus Isaac Leggat work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Marcus Isaac Leggat 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.