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- Leon Kofmansky
Leon Kofmansky
- Name
- Leon Kofmansky
- ID
- 436886
- ABN
- –
- First Provided Advice
- 2011
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2005 - Bachelor of Arts - Bachelor Degree (AQF 7) - La Trobe University
- 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
- 2020 - Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education
- 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
- 2020 - Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Aia Financial Services Pty Limited (#231109)
- Commenced
- Sept. 19, 2023
- Ceased
- Jan. 30, 2024
- Status
- Ceased
- Licence Holder
- Mercer Financial Advice (australia) Pty Ltd (#411766)
- Commenced
- Oct. 25, 2022
- Ceased
- Aug. 11, 2023
- Status
- Current
- Licence Holder
- Sunsuper Financial Services Pty ltd (#227867)
- Commenced
- June 11, 2024
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
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- April 2, 2013
- Ceased
- July 3, 2013
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Nov. 7, 2011
- Ceased
- March 4, 2013
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Sept. 5, 2013
- Ceased
- June 28, 2019