LEONITA KOSASIH
Financial Adviser · Mona Vale, NSW
📚 Qualifications & Training
2013 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2018 - Master of Financial Planning - Masters Degree (AQF 9) - UNSW
2019 - Ethics - Bridging Course - Ethics - Kaplan
2020 - FASEA Financial Adviser Exam - Other - FASEA
🏢 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.