David Leslie
Financial Adviser
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About
David Leslie is an ASIC-registered financial adviser based in Thornton, NSW, committed to providing tailored financial solutions to help you achieve your goals. With a strong educational foundation including a Diploma of Financial Services (Financial Planning) from Mentor Education (2006), an Accredited Derivatives Adviser Level 1 certification from Kaplan (2012), and a Bachelor of Commerce (Finance) from the University of Newcastle (2012), David possesses a comprehensive understanding of the financial landscape. His commitment to ongoing professional development is further demonstrated by his Accredited Aged Care Professional certification from Aged Care Steps (2017). As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David offers a comprehensive suite of services to help you navigate the complexities of financial planning: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, David can provide expert advice tailored to your unique circumstances. Contact David today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does David Leslie offer?
David Leslie provides advice on superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are David Leslie's qualifications?
David Leslie holds a Diploma of Financial Services (Financial Planning), is an Accredited Derivatives Adviser Level 1, holds a Bachelor of Commerce (Finance), and is an Accredited Aged Care Professional.
What is the process for working with David Leslie?
The process typically begins with an initial consultation to understand your financial goals and current situation. David will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will ensure the plan remains aligned with your evolving needs.
What can I expect from a financial planning session with David Leslie?
During a session with David, you can expect a thorough discussion of your financial goals, a clear explanation of your options, and a collaborative approach to developing a personalized financial plan. He will provide ongoing support and guidance to help you stay on track.
Why should I choose David Leslie as my financial advisor?
David Leslie offers a wealth of experience, a commitment to ethical conduct, and a personalized approach to financial planning. He takes the time to understand your unique circumstances and develop strategies tailored to your specific needs. His qualifications and memberships demonstrate his dedication to providing high-quality advice.
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