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Leigh Jobling

Financial Adviser

TAG Financial Services
Malvern, VIC 3144

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 Jobling is an ASIC-registered financial adviser dedicated to helping individuals and families in Malvern, VIC, achieve their financial goals. With a Bachelor of Business (Accounting) from Deakin University and as a Certified Practicing Accountant (CPA), Leigh brings a wealth of knowledge and experience to the financial planning process. He further enhanced his expertise with a Diploma of Financial Planning from the FPA and continues to stay updated with the latest industry ethics through ongoing professional development, such as the Ethics for Financial Services (Intensive) course at Deakin University. As a member of CPA Australia and the Financial Advice Association of Australia (FAAA), Leigh adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions that meet their unique needs. These include superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance and Securities. Key services offered by Leigh Jobling: • Superannuation advice and planning • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Investment Life Insurance advice • Life Risk Insurance guidance Leigh is committed to building long-term relationships with his clients, providing ongoing support and guidance as their financial needs evolve. Contact Leigh today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Superannuation strategies Insurance planning Wealth accumulation Retirement planning Securities advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000415632

Verify on ASIC Register

Authorised Representative Number

000231839

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Leigh Jobling offer?

Leigh Jobling provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance and Securities. He will tailor advice to your specific circumstances.

What are Leigh Jobling's qualifications?

Leigh holds a Bachelor of Business (Accounting) from Deakin University, is a Certified Practicing Accountant (CPA), and has a Diploma of Financial Planning from the FPA. He also completed Ethics for Financial Services (Intensive) at Deakin University.

What can I expect during my first consultation with Leigh?

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 outline the next steps in the financial planning process.

How does Leigh Jobling stay up-to-date with changes in financial regulations?

Leigh is a member of CPA Australia and the Financial Advice Association of Australia (FAAA), which requires ongoing professional development. He also regularly attends industry conferences and training sessions to stay informed about the latest changes.

What is the cost of financial advice from Leigh Jobling?

The cost of financial advice will vary depending on the complexity of your situation and the services you require. Leigh will provide you with a clear and transparent fee structure upfront, so you know exactly what to expect.

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.