Leanne Stokes
Financial Adviser
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About
Leanne Stokes is an ASIC-registered financial adviser based in Burnie, Tasmania, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Leanne holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2002) and a Master of Business (Personal Financial Planning) from the University of Southern Queensland (2015), demonstrating her dedication to ongoing professional development. She also completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education Pty Limited in 2020. Leanne is authorized to provide advice on a broad range of financial products, ensuring her clients receive holistic solutions. These include superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Leanne offers the following key services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require comprehensive insurance coverage, Leanne provides expert advice tailored to your unique circumstances. Contact Leanne 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 Leanne Stokes offer?
Leanne Stokes provides advice on a range of financial areas, including superannuation, insurance, wealth management, and retirement planning. She can also assist with investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities.
What qualifications does Leanne Stokes have?
Leanne holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and a Master of Business (Personal Financial Planning) from the University of Southern Queensland. She also completed a course in Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of Leanne Stokes?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Following this, Leanne will 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 during my first meeting with Leanne Stokes?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Leanne will listen carefully and ask questions to gain a comprehensive understanding of your needs before outlining potential solutions.
How does Leanne Stokes stay up-to-date with changes in the financial industry?
Leanne is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. This ensures she remains informed about the latest changes in regulations, investment strategies, and financial products.
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