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