Leonard Norman Elias – Financial Adviser

Adviser identifying number: 231043
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2009
The date the Financial Adviser ceased the appointment: 19/09/2012
Name of the Authorised Representative: LEONARD NORMAN ELIAS
Authorised Representative identifying number: 000231043
Authorised Representative’s ABN:

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:

  • ASX Accreditation – Kaplan
  • Advanced Diploma of Financial Planning – Mentor
  • Collaborative Practise Level 1 – University of Technology Sydney
  • Margin Lending & Gearing Accreditation – Kaplan
  • SMSF Accreditation – Kaplan

Relevant memberships of professional bodies or industry associations:

Leonard Norman Elias is authorised to provide advices on following products: