Leah Ann Wells – Financial Adviser

Adviser identifying number: 338988
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 16/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

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 Financial Administration – University of New England
• Diploma of Financial Services (Financial Planning) – Kaplan
• RG146 – Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Fellow, Association of Taxation and Management Accountants
• Registered Tax Agent

Leah Ann Wells is authorised to provide advices on following products:

• Superannuation