Leanne Rowley
Financial Adviser
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About
Leanne Rowley is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals through personalised and comprehensive advice. With a career spanning over two decades, Leanne brings a wealth of knowledge and experience to every client interaction. She holds an 8 Unit Diploma of Financial Planning from the FPA, a Certificate IV in Financial Services (Finance/Mortgage Broking), a 5 Unit CFP Certification, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. Her commitment to ongoing professional development ensures she remains at the forefront of the financial landscape. As a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioner's Board of Australia, Leanne adheres to the highest ethical and professional standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Leanne provides expert advice and tailored strategies in the following key areas: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or require assistance with your superannuation, Leanne Rowley is here to guide you. 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 Rowley offer?
Leanne Rowley provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Leanne Rowley have?
Leanne holds an 8 Unit Diploma of Financial Planning, a Certificate IV in Financial Services (Finance/Mortgage Broking), a 5 Unit CFP Certification, a Margin Lending and Geared Investments certification, a SuperConcepts & ICFS Specialist SMSF Course certification, and a Graduate Diploma of Financial Planning.
How does the financial planning process work with Leanne Rowley?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a personalised financial plan. This plan is then implemented and regularly reviewed to ensure it continues to meet your needs.
What can I expect during my first meeting with Leanne Rowley?
During your first meeting, Leanne will discuss your current financial situation, your goals, and your risk tolerance. This will help her understand your needs and determine how she can best assist you.
Is Leanne Rowley qualified to provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Leanne has completed the SuperConcepts & ICFS Specialist SMSF Course at the University of Adelaide, demonstrating her expertise in SMSF advice.
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