Leanne Steen – Financial Adviser

Adviser identifying number: 242330
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: IPAC SECURITIES LIMITED
Licence number: 234656
Licensee’s ABN: 30008587595
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 30/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IPAC SECURITIES LIMITED
Authorised Representative identifying number: 234656
Authorised Representative’s ABN: 30008587595

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

Contact phone number:
Working hours:

Relevant qualifications and training: Diploma of Financial Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

  • AFP – Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)

Leanne Steen is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Securities
  • Superannuation