Leticia Leggett
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Leticia Leggett is an ASIC-registered financial adviser based in Nuriootpa, South Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Business (Agricultural Commerce) from the University of Sydney and advanced financial planning qualifications from Kaplan Professional, including an Advanced Diploma of Financial Services (Financial Planning), Leticia possesses a strong foundation of knowledge and expertise. Her commitment to ongoing professional development is evident through specialist accreditations such as SMSF Specialist Advisor (SSA) and Accredited Aged Care Professional, ensuring she provides informed and up-to-date advice. Leticia is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her areas of expertise also extend to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. As an SMSF Specialist Advisor, she offers tailored advice to those managing their own superannuation. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Whether you're planning for retirement, managing your investments, or seeking to protect your assets, Leticia can provide personalised guidance to help you make informed decisions. Contact Leticia today to schedule a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Leticia Leggett offer?
Leticia Leggett provides advice on superannuation, retirement planning, wealth management, insurance, and SMSFs. She can help you with investments, risk management, and planning for your long-term financial security.
What qualifications does Leticia Leggett have?
Leticia Leggett holds a Bachelor of Business (Agricultural Commerce), a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning). She is also an SMSF Specialist Advisor (SSA) and an Accredited Aged Care Professional.
How does Leticia Leggett approach financial planning?
Leticia takes a personalised approach, starting with understanding your current financial situation, goals, and risk tolerance. She then develops a tailored strategy to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with Leticia Leggett?
During your initial consultation, Leticia will discuss your financial goals, gather information about your current situation, and explain how she can help you. This is an opportunity for you to ask questions and determine if she is the right financial adviser for you.
Why should I choose Leticia Leggett as my financial adviser?
Leticia's extensive qualifications, specialist accreditations, and commitment to ongoing professional development demonstrate her expertise and dedication to providing high-quality financial advice. Her personalised approach and focus on building long-term relationships make her a trusted partner in helping you achieve your financial goals.
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.