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LC

Leasa Collins

Financial Adviser

Fiducian Financial Services - Macarthur
Narellan, NSW 2567

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About

Leasa Collins is an ASIC-registered financial adviser dedicated to helping individuals and families in Narellan, NSW, achieve their financial goals. With a career spanning over two decades, Leasa brings a wealth of knowledge and experience to her clients. Her qualifications include a Diploma of Financial Planning (FPA, 2001), Certified Financial Planner certification (FPA, 2003), SMSF accreditation (Kaplan, 2005), Cert IV in Finance & Mortgage Broking (AAMC Training Group, 2009), and expertise in Margin Lending & Geared Investments (Kaplan, 2011). As an active member of the Financial Advice Association of Australia (FAAA), Leasa adheres to the highest ethical and professional standards. Leasa is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse needs. She specializes in superannuation advice, insurance, wealth management, and retirement planning, providing clients with the confidence to make informed decisions about their financial future. • Superannuation advice • Insurance solutions • Wealth creation and management • Retirement planning strategies • Investment advice including Life Insurance, Life Risk Insurance and Securities • Advice on Retirement Savings Accounts • Advice on Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require guidance on superannuation and insurance, Leasa is committed to providing personalized and professional financial advice. Contact Leasa today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000231103

Verify on ASIC Register

Authorised Representative Number

000246582

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Leasa Collins offer?

Leasa Collins provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. She can also advise on investments, including life insurance, life risk insurance, securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Leasa Collins have?

Leasa holds a Diploma of Financial Planning (FPA), is a Certified Financial Planner (FPA), has SMSF accreditation (Kaplan), a Cert IV in Finance & Mortgage Broking (AAMC Training Group), and expertise in Margin Lending & Geared Investments (Kaplan).

What is the first step in working with Leasa Collins?

The first step is to schedule an initial consultation. This allows Leasa to understand your financial situation, goals, and objectives, and to determine how she can best assist you.

How does Leasa Collins tailor her advice to individual clients?

Leasa takes a personalized approach, carefully assessing each client's unique circumstances, risk tolerance, and financial goals. She then develops a customized financial plan designed to help them achieve their objectives.

What can I expect during a financial planning consultation with Leasa Collins?

During a consultation, you can expect a thorough discussion of your financial situation, including your assets, liabilities, income, and expenses. Leasa will listen carefully to your goals and concerns and provide clear, easy-to-understand advice.

Get in Touch

Contact Leasa directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.