Leticia Leggett

Financial Adviser

ASIC adviser number:
000297099
Qualifications and training:

1997, Bachelor of Business (Agricultural Commerce), Bachelor Degree (AQF 7), University of Sydney
2007, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Tribeca Learning
2010, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional
2010, Self Managed Superannuation Finds Course, Other, Kaplan Professional
2011, Margin Lending and Geared Investments Program, Other, Kaplan Professional
2012, ASX Accredited Listed Products Adviser Program, Other, Kaplan Professional
2013, SMSF Specialist Advisor (SSA) Accreditation Program, Professional Designations, SMSF Association
2017, Accredited Aged Care Professional Program, Other, Aged Care Steps
2023, Ethics and Professionalism in Financial Advice Course, Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:
2007
Membership of professional associations:

SMSF Specialist Advisor of SMSF Association

Disciplinary action by ASIC:
None
Location:
26 Greenock Rd
Nuriootpa  SA  5355
AFS licence holder name:
Alliance Wealth Pty Ltd
AFS licence number:
000449221
Licence controlled by:
Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».