Leah Hall
Financial Adviser
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About
Leah Hall is an ASIC-registered financial adviser based in Umina Beach, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from the University of Newcastle and completion of the Certified Practicing Accountants (CPA) Australia Program, Leah brings a wealth of knowledge and experience to her practice. Further solidifying her expertise, she holds a Diploma of Financial Planning from Pinnacle Financial Services Academy and has completed Ethics and Professionalism in Financial Advice training through Kaplan Higher Education. As a member of CPA Australia, Leah adheres to the highest ethical standards and is committed to providing clients with transparent and trustworthy advice. Leah is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Leah's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Leah today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Leah Hall provide?
Leah Hall specialises in superannuation advice, insurance, wealth management, and retirement planning. She is authorised to provide advice on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Leah Hall's qualifications?
Leah holds a Bachelor of Commerce from the University of Newcastle, is a member of CPA Australia after completing the Certified Practicing Accountants (CPA) Australia Program, holds a Diploma of Financial Planning from Pinnacle Financial Services Academy, and has completed Ethics and Professionalism in Financial Advice training through Kaplan Higher Education.
What can I expect during my first consultation with Leah Hall?
During your first consultation, Leah will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then provide you with a clear and concise overview of how she can help you achieve your financial aspirations.
How does Leah Hall stay up-to-date with the latest financial regulations and trends?
As a member of CPA Australia and through ongoing professional development, Leah remains informed about the latest financial regulations, industry trends, and best practices to ensure she provides her clients with the most current and relevant advice.
What is Leah Hall's approach to financial planning?
Leah Hall takes a holistic and personalised approach to financial planning. She believes in building long-term relationships with her clients and providing them with ongoing support and guidance to help them achieve their financial goals.
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