Lesley French
Financial Adviser
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About
Lesley French is an ASIC-registered financial adviser based in West Perth, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Lesley holds an Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning Pty Ltd (2006) and a Graduate Certificate in Financial Planning from Kaplan Professional (2019). She is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest professional standards. Lesley is authorised to provide advice on a broad range of financial products, ensuring that all your needs are catered for. This includes superannuation, insurance, wealth management, and retirement planning. Her expertise also extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Lesley today for a consultation and let's build a plan that works for you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lesley French offer?
Lesley French provides comprehensive financial advice, including superannuation, retirement planning, wealth management, and insurance solutions. She can also advise on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Lesley French have?
Lesley holds an Advanced Diploma of Financial Services (Financial Planning) and a Graduate Certificate in Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process with Lesley French work?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Lesley then develops a tailored financial plan that addresses your specific needs. This plan is regularly reviewed and adjusted as your circumstances change.
What can I expect during my first meeting with Lesley French?
During your first meeting, Lesley will take the time to understand your current financial situation, your future goals, and any concerns you may have. She will explain her services and how she can help you achieve your objectives. It's an opportunity for you to ask questions and determine if Lesley is the right financial adviser for you.
How can Lesley French help me with my retirement planning?
Lesley can help you develop a comprehensive retirement plan that considers your current savings, projected income needs, and investment strategies to ensure you have a comfortable and secure retirement.
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