Zacary Leeson CFP®
About Me
I’m an experienced financial planner skilled in SME planning, portfolio management, investment strategies, retirement planning and financial services. A Certified Financial Planner® (CFP) since 2015 and a member of the HPH Solutions financial services team since 2014, it’s been an honour to be recognised by the Financial Planning Association of Australia (FPA) in their national awards: 2018 FPA Community Service Award (sponsored by Future2) 2019 FPA Community Service Award (sponsored by Future2) 2020 FPA Certified Financial Planner® of the Year.
Outside of work, I’m passionate about giving back to the community. I’ve been a mentor in the Leading Youth Forward program (a Perth based charity offering mentorships for at-risk Perth teenagers in years 7 to 10) since 2013, and President of that organisation until 2021.
Areas of Focus
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 9 Years
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Licensed By Tfg Australia Pty Ltd
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Advice Fees From $5,280