Vicki Leanne Hagley
Financial Adviser in Burswood, Western Australia, Australia
Review Vicki Leanne Hagley
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 number000252851
- Location
- Burswood WA 6100
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 19 January 2004
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning (8 units), Financial Planning Association of Australia (2004); Self Managed Superannuation Funds Course, Kaplan Professional (2009); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022)
- 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 Vicki Leanne Hagley
Vicki Leanne Hagley is a financial adviser in Burswood, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000252851.
The licensee Vicki advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 19 January 2004.
According to the register, Vicki first provided financial advice in 2004. The qualifications listed for Vicki include Diploma of Financial Planning (8 units) (Financial Planning Association of Australia, 2004), Self Managed Superannuation Funds Course (Kaplan Professional, 2009) and Margin Lending and Geared Investments Course (Kaplan Professional, 2010).
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.
Reviews
Nobody has reviewed Vicki Leanne Hagley here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Vicki Leanne Hagley a registered financial adviser?
Yes. Vicki Leanne Hagley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252851.
Which licensee does Vicki Leanne Hagley work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Vicki Leanne Hagley 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.