David Leese
Financial Adviser
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About
David Leese is an ASIC-registered financial adviser dedicated to helping individuals and families in JAMESTOWN, SA, achieve their financial goals. With over two decades of experience in the financial services industry, David holds a Diploma in Financial Planning from Deakin University (2002), SMSF accreditation from Tribeca Education (2005), and Margin Lending certification from Kaplan (2010). He further enhanced his expertise with a Graduate Diploma in Financial Planning from Kaplan in 2023. David is also a proud member of the Financial Advice Association of Australia (FAAA). David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered by David include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require insurance solutions to protect your family, David Leese can provide tailored advice to meet your specific needs. Contact David today to schedule a consultation and take control of your financial future.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Leese provide?
David Leese specializes in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What are David Leese's qualifications?
David holds a Diploma in Financial Planning from Deakin University, SMSF accreditation from Tribeca Education, Margin Lending certification from Kaplan, and a Graduate Diploma in Financial Planning from Kaplan.
What is the process for becoming a client of David Leese?
The process typically begins with an initial consultation to discuss your financial goals and current situation. David will then develop a personalized financial plan tailored to your specific needs. Subsequent meetings will focus on implementing and reviewing the plan.
What can I expect from working with David Leese as my financial adviser?
You can expect personalized, professional advice tailored to your individual circumstances. David is committed to building long-term relationships with his clients based on trust and transparency.
Does David Leese have any professional memberships?
Yes, David is a member of the Financial Advice Association of Australia (FAAA).
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