- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- CERTIFIED FINANCIAL PLANNER™
My role is to provide and document quality advice to our clients. I have recently become a Certified Financial Planner and am passionate about helping people create and protect their wealth.
Outside of work I enjoy playing football, reading and spending time with my family.
Leo's ideas of Financial Freedom
My idea of Financial Freedom is the ability to have quality time with my family and have choices that come from being comfortable in retirement. I would love to travel with my children showing them different experiences and cultures throughout the world.