Leanna Katsikaris
Kelly+Partners Private Wealth Sydney
Bronze
22 Yrs Experience
Sydney, NSW 2000
I am a business succession insurance specialist with over 18 years’ experience working in financial services industry with majority of my career specialising in personal and business insurance.
Over the years, I have gained a deeper understanding of the intertwined relationship between business and personal needs; which in turn helps me build an effective strategic contingency plan.
I work closely with my clients, business owners and their professional advisers to deliver meaningful insurance advice tailored to their needs.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
The engagement fee is determined by the complexity of the advice provided
At a glance
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Adviser status
Bronze
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Kelly+Partners Private Wealth Sydney
Suite 53, 25 Martin PlSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Bombora Advice Pty Ltd
AFSL 439065
