Leanne Kim Connor – Financial Adviser

Adviser identifying number: 395836
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ZEST WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 298152
Authorised Representative’s ABN: 86115203168

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Accounting) – La Trobe University
• Diploma of Financial Planning – Financial Planning Association of Australia
• FNS04 Financial Services Training Package – Financial Planning Association of Australia
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Institute of Chartered Accountants Australia
• SMSF Association
• Tax Practitioner’s Board of Australia
• The Tax Institute

Leanne Kim Connor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation