LESLIE CHARLES MCGUIRE

Financial Adviser · Ballina, NSW

Registered

Registration Number

000330477

Registration Status

Registered

Location

Ballina, NSW 2478

Providing Advice Since

2008

Registration Date

30/09/2008

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA)
2013 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Financial Studies Pty Ltd

🏢 Professional Memberships

FBAA - Finance Brokers Association of Australia
Financial Advice Association of Australia (FAAA)

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.