Les Conceicao
Financial Adviser
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About
Leslie Conceicao is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation, holding a Bachelor of Arts (Economics & Industrial Relations), a Master of Industrial Relations, and a Master of Business Administration all from the University of Western Australia, complemented by a Graduate Diploma of Financial Planning from the Securities Institute of Australia and studies in Ethics and Professional Relationships from QUT, Leslie brings a wealth of knowledge and experience to the table. As a Fellow of the Financial Services Institute of Australasia and a member of the Financial Advice Association of Australia (FAAA), Leslie adheres to the highest professional standards. Leslie is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Leslie today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Leslie Conceicao offer?
Leslie specialises in providing advice on superannuation, insurance, wealth management, investments (including Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities), and retirement planning. She can help you create a personalised strategy to achieve your financial goals.
What are Leslie Conceicao's qualifications and professional memberships?
Leslie holds a Bachelor of Arts (Economics & Industrial Relations), a Master of Industrial Relations, a Master of Business Administration, and a Graduate Diploma of Financial Planning. She is also a Fellow of the Financial Services Institute of Australasia and a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Leslie?
During your initial consultation, Leslie will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then outline how she can help you achieve your objectives and explain the advice process.
How does Leslie tailor financial advice to individual needs?
Leslie believes in providing personalised financial advice that is tailored to each client's unique circumstances and goals. She takes a holistic approach to financial planning, considering all aspects of your financial life to develop a strategy that is right for you.
What is the process for becoming a client of Leslie Conceicao?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and objectives. If you decide to proceed, Leslie will develop a financial plan tailored to your needs. Ongoing support and reviews are provided to ensure your plan remains aligned with your changing circumstances.
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