Sarah Anne Leslie
Financial Adviser in Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000295141
- Location
- Hawthorn VIC 3122
- Licensee
- SWM (Aust) Pty Ltd (AFSL 515107)
- Authorised since
- 5 July 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2004); Certified Financial Planner, Financial Planning Association of Australia (2008)
- Memberships
- 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 Sarah Anne Leslie
On the Financial Advisers Register kept by ASIC, Sarah Anne Leslie appears as a current financial adviser in Hawthorn, Victoria, adviser number 000295141.
The licensee Sarah advises under is SWM (Aust) Pty Ltd (AFS licence 515107). That authorisation dates from 5 July 2019.
The register records 2003 as the year Sarah first provided financial advice. The qualifications listed for Sarah include Bachelor of Business (Financial Planning) (RMIT University, 2004) and Certified Financial Planner (Financial Planning Association of Australia, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Sarah 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.
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Questions people ask
Is Sarah Anne Leslie a registered financial adviser?
Yes. Sarah Anne Leslie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000295141.
Which licensee does Sarah Anne Leslie work under?
SWM (Aust) Pty Ltd, Australian financial services licence 515107.
What can Sarah Anne Leslie 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.