LETICIA ANNE LEGGETT

Financial Adviser ยท Nuriootpa, SA

Registered

Registration Number

000297099

Registration Status

Registered

Location

Nuriootpa, SA 5355

Providing Advice Since

2007

Registration Date

29/11/2019

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

๐Ÿ“š Qualifications & Training

1997 - Bachelor of Business (Agricultural Commerce) - Bachelor Degree (AQF 7) - University of Sydney
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Self Managed Superannuation Finds Course - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments Program - Other - Kaplan Professional
2012 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional
2013 - SMSF Specialist Advisor (SSA) Accreditation Program - Professional Designations - SMSF Association
2017 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2023 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

SMSF Specialist Advisor of SMSF Association

โ„น๏ธ 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.