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Leonie Asani

Name
Leonie Asani
ID
469427
ABN
–
First Provided Advice
2014

Qualifications

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

  • 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
  • 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2015 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
  • 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
  • 2018 - FPE016 Self-Managed Superannuation Funds - Other - Kaplan Higher Education
  • 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
  • 2019 - Commercial Law - Other - Kaplan Professional
  • 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
  • 2019 - Tax for Financial Advising (Short Answer Exam) Gap - Other - Kaplan Professional

Memberships

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

Licencee

Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
Aug. 10, 2020
Ceased
June 3, 2021
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
Dec. 13, 2021
Ceased
Feb. 25, 2022
Status
Ceased
Licence Holder
Oracle Advisory Group Pty. Ltd. (#540806)
Commenced
March 20, 2023
Ceased
July 19, 2026
Status
Ceased
Licence Holder
Oracle Investment Management Pty Ltd (#430574)
Commenced
Aug. 29, 2022
Ceased
March 20, 2023
Status
Ceased
Licence Holder
Vicsuper Pty Ltd (#237333)
Commenced
Aug. 19, 2019
Ceased
June 30, 2020
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
July 20, 2026

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
Akumin Financial Planning Pty Limited (#232706)
Commenced
Nov. 27, 2014
Ceased
Oct. 19, 2015
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
Aug. 7, 2018
Ceased
Nov. 23, 2018
Status
Ceased
Licence Holder
First State Super Financial Services Pty Ltd (#240019)
Commenced
Nov. 16, 2015
Ceased
Aug. 6, 2018
Status
Ceased
Licence Holder
G & S Financial Solutions Pty Ltd (#504169)
Commenced
Jan. 8, 2019
Ceased
June 17, 2019