Leon Versace
Financial Adviser
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About
Leon Versace is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association (2001) and specialist knowledge in Self Managed Superannuation Funds from Kaplan Professional (2008), Leon brings a wealth of experience to his practice. Leon is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring his clients have access to the right strategies for their unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Leon is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Contact Leon today to arrange 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 Leon Versace offer?
Leon Versace specialises in superannuation advice, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He provides tailored advice to help you achieve your financial goals.
What are Leon Versace's qualifications?
Leon Versace holds a Diploma of Financial Planning from the Financial Planning Association (2001) and has completed specialist training in Self Managed Superannuation Funds with Kaplan Professional (2008).
How does Leon Versace approach financial planning?
Leon focuses on building long-term relationships with his clients, providing personalised advice and ongoing support to help them navigate the financial landscape and achieve their financial aspirations.
What should I expect during my first meeting with Leon?
During your initial consultation, Leon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How can Leon help me with my retirement planning?
Leon can provide comprehensive retirement planning advice, including strategies for maximising your superannuation, generating income in retirement, and managing your investments to ensure a comfortable and secure retirement.
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