About Me

Leanne is a Certified Financial Planner with over 38 years experience helping clients to build and manage their wealth and protect their lifestyle. Leanne is an Authorised Representative of Charter Financial Planning and her practice holds a Certified Quality Advice Accreditation which denotes a very high standard of Financial Planning Advice. Leanne was awarded the FPA National Value of Advice Award for Pre Retirement Advice in 2008 and the FPA State Value of Advice Award for Wealth Accumulation and Protection in 2010. Leanne is assisted by a great team who are extremely dedicated and experienced with a focus on client service. Areas of specialisation include retirement and pre-retirement advice, superannuation, savings and investments, wealth accumulation and protection.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 40 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®