Leo Guterres

Central Securities Pty Ltd

Gold
25 Yrs Experience
Sydney, NSW 2000

Recent reviews

Central Securities Pty Ltd

Level 28, St Martin's Tower, 31 Market Street
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Chartered Accountant Professional Year
  • Language spoken
    • English

Licensed by

Central Securities Pty Ltd

AFSL 305918

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Leo has been looking after our financial and wealth creation strategies for over 10 years. He has always provided us with sound advice that has provided us with the most effective approach for our situation. Leo is always looking out for our best interests and this is why we have and will continue to recommend him to friends and family."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (DFP 8) (Financial Plan Construction and Review)

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
1998

ICAA/SIA Professional Financial Planning Course

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1997

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2005

Chartered Accountant Professional Year

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
1985

Bachelor of Commerce (Accounting, Finance and Systems)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
1981

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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