WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
Leigh Filipovic

Leigh Filipovic

Financial Adviser

Morgans Brighton (operated by Antaeus Investment Trading Pty Ltd)
Brighton, VIC 3186

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

Leigh Filipovic is an ASIC-registered financial adviser dedicated to helping clients in Brighton, VIC, and beyond achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce and a Bachelor of Arts from the University of Melbourne, complemented by a Diploma of Financial Services (Financial Planning) from Kaplan, Leigh possesses a comprehensive understanding of financial principles and practices. Furthermore, Leigh completed Ethics and Professional Relationships at QUT in 2020, demonstrating a commitment to upholding the highest ethical standards. As an authorized financial adviser, Leigh is equipped to provide expert advice on a range of financial products. Leigh is passionate about helping clients build and protect their wealth through tailored strategies and informed decision-making. Key services include: • Superannuation advice • Wealth management • Securities • Derivatives • Government Debt Securities Ready to take control of your financial future? Contact Leigh today to schedule a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Investment advice Derivatives trading Securities selection

Client Types

Personal Investors

Services

Superannuation Advice Wealth Management
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000342807

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Leigh Filipovic offer?

Leigh Filipovic provides advice on superannuation, wealth management, securities, derivatives and government debt securities. He can help you create a tailored strategy to achieve your financial goals.

What are Leigh Filipovic's qualifications?

Leigh holds a Bachelor of Commerce and Bachelor of Arts from the University of Melbourne, a Diploma of Financial Services (Financial Planning) from Kaplan, and completed Ethics and Professional Relationships at QUT.

What can I expect during my first meeting with Leigh Filipovic?

During your initial consultation, Leigh will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.

How does Leigh Filipovic stay up-to-date with changes in the financial industry?

Leigh is committed to ongoing professional development to ensure he remains informed about the latest industry trends, regulations, and investment opportunities. This allows him to provide you with the most relevant and effective advice.

Is Leigh Filipovic obligated to act in my best interests?

As an ASIC-registered financial adviser, Leigh is legally and ethically obligated to act in your best interests at all times. This means he will always prioritize your needs and objectives when providing financial advice.

Get in Touch

Contact Leigh directly for personalised advice.

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.