LEANNE JOY MOIR
Financial Adviser · South Bunbury, WA
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2006 - Diploma of Financial Services (Financial Planning) - - Tribeca
2007 - Self Managed Superannuation Funds - - Tribeca
2017 - TASACLv1 Commercial Law - - Kaplan
🏢 Professional Memberships
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.