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- Financial Advisers Australia (FAA)
- Daniel Leske
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
- 2022 - FPE011 Debt Strategies - Other - Kaplan Professional
- 2024 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Portfolio Planning Solutions Ltd (#255027)
- Commenced
- May 15, 2020
- Ceased
- May 13, 2021
- Status
- Ceased
- Licence Holder
- Pps Lifestyle Solutions Pty Ltd (#247839)
- Commenced
- May 15, 2020
- Ceased
- May 13, 2021
- Status
- Current
- Licence Holder
- Psk Advisory Services Pty ltd (#234656)
- Commenced
- May 15, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Industry Fund Services Limited (#232514)
- Commenced
- Feb. 8, 2018
- Ceased
- Jan. 31, 2019
- Status
- Ceased
- Licence Holder
- Statewide Superannuation Pty Ltd (#243171)
- Commenced
- Feb. 1, 2019
- Ceased
- Oct. 11, 2019