LEON KOFMANSKY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Bachelor of Arts - Bachelor Degree (AQF 7) - La Trobe University
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2020 - Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2020 - Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education
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.