Daniel Leske

Name: Daniel Leske
ID: 1261779
ABN: –
First Provided Advice: 2018
Restrictions: Scope of Authority: LIMITED. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) debentures, stocks or bonds issued or proposed to be issued by a government; (ii) interests in managed investment schemes including;(A) investor directed portfolio services; (iii) securities; (iv) standard margin lending facility; (v) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: (i) deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products; (ii) debentures, stocks or bonds issued or proposed to be issued by a government; (iii) interests in managed investment schemes including; (A) investor directed portfolio services; (iv) securities; (v) standard margin lending facility; (vi) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

2009 - Bachelor of Business and Economics - Bachelor Degree (AQF 7) - Flinders University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University

Details of memberships of professional bodies or industry associations relevant to providing financial services