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- Financial Advisers Australia (FAA)
- Leanda Davison
Leanda Davison
- Name
- Leanda Davison
- ID
- 1003160
- ABN
- –
- First Provided Advice
- 2003
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
- 2017 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Business
- 2019 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers Ltd
- 2019 - Fellow Chartered Financial Practitioner units AFA 1, AFA 2, AFA 3 & AFA 4 - Other - Association of Financial Advisers Ltd
- 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
- 2022 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
- 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Qinvest Limited (#238274)
- Commenced
- Dec. 9, 2019
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
- Bridges Financial Services Pty Limited (#240837)
- Commenced
- July 1, 2014
- Ceased
- Sept. 26, 2014
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- April 7, 2003
- Ceased
- Sept. 23, 2011
- Status
- Ceased
- Licence Holder
- Cua Management Pty Ltd (#221896)
- Commenced
- Jan. 9, 2012
- Ceased
- June 30, 2014
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- Oct. 1, 2014
- Ceased
- Nov. 11, 2019
- Status
- Ceased
- Licence Holder
- Norfina Limited (#229882)
- Commenced
- Oct. 17, 2011
- Ceased
- Nov. 30, 2011