Leeann is an Authorised Representative of Count and an employee of Accounting & You Financial Services Pty Ltd and receives a salary and a bonus.
Leeann has 15 years of experience in the provision of financial advice locally and abroad. Leeann has studied in South Africa, United States and Australia she has attained a Diploma and Advanced Diploma in Financial Planning she is currently studying towards her Masters in Financial Planning. Leeann has worked in some of the largest financial planning companies and has a great deal of knowledge and expertise in the Financial Planning Industry, she specializes in retirement advice, growing wealth, protection, estate planning she was nominated by her previous employer the Commonwealth Bank as the Centrelink adviser in the country, she is very passionate about providing quality advice in the best interest of her clients and ensures that her clients are placed in a better position. Leeann is an Authorised Financial Planner of the Financial Planning Association.
Leeann is authorised to provide advice in the following areas:
- Deposit and payment products
- Government debentures, stocks and bonds
- Life products
- Managed investment schemes
- Retirement Savings Accounts
I have known Leeann since she was with the CBA Bank in Gladstone as one of their advisers and have continued to be a Client of hers when she joined Count. I have found her to be very passionate about her work and genuinely interested in giving the best advice to her Clients as she can in any given case. She has a great ability to explain in detail any questions I have if I am not completely understanding some of her advice. From my experience for advice, Leeann is willing to go the extra mile and never makes me feel that anything is too much or a problem for her to check/carry out for me.
From a personal point of view, upon my retirement in 2020, she has been of great assistance with my retirement funds and advice on same. Leeann is a wonderful and truly genuine person and has a big heart and would always be there to help in any way she can.
From a Financial Adviser point of view Leeann offers her advice genuinely from the heart, listens to your every word, helps and puts the interests of her Clients as priority. She is very professional in her career as a Financial Planner and I would not hesitate to recommend her to anyone looking for good financial advice. Her greatest joy above all else is when she has given her best financial advice to her Clients and the best outcome has been achieved, it makes her happy too.
Leeann’s financial knowledge, advice, passion and care for her Clients needs makes it a pleasure to do business with her without doubt, a lovely lady inside and out.
I have known Leeann since 2016 through the CBA bank. Since losing my husband she has been there to help and advise me with my finances and retirement. Leeann is very passionate about providing quality advice. Her passion, knowledge and genuine interest in achieving the best for me and her clients is what makes Leeann a truly professional financial adviser. She is very understanding, compassionate, kind and helpful. With Leeann it is not about fees and charges, she is genuinely there to help her clients and their financial needs. I would 100% recommend Leeann for any financial needs. Aside from her profession, Leeann is a truly beautiful person.
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2017
- Years of experience 6
- Advanced Diploma of Financial Planning
Accounting & You Financial Services Pty Ltd136 Goondoon St
Gladstone Central, QLD 4680 70 Callide Street
Biloela, QLD 4715
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited