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Leesa Swain

Sedley Koschel Financial Group

Bronze
4 Yrs Experience
Hope Island, QLD 4212

As a Financial Adviser, Leesa is passionate about helping people with their financial matters and it is what drives her every day. Leesa's practical experience in the financial services industry is complimented by the theoretical support obtained in completing her formal University studies. Leesa has completed a Bachelor of Business (Financial Planning), Diploma in Financial Services (Mortgage Management), Certificate IV in Financial Services and is Accredited with the Mortgage Finance Association of Australia. Leesa prides herself in successfully passing the Financial Planner’s exam conducted by Financial Advisers Standards and Ethics Authority (Fasea), a new requirement within the industry and is proud to be a part of an industry of professionals that strives to promote the value of financial advice and how important it is to our overall well-being. It is her belief, that having a financial plan with small manageable steps is key to working towards larger longer-term goals. Leesa feels so much gratitude for being able to assist people in this regard every day and it is this drive that excites her in being a part of your journey to financial success.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 4
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Sedley Koschel Financial Group

Shop 21, 340 Hope Island Rd
Hope Island, QLD 4212

Licensed by

My Wealth Garden Pty Ltd

AFSL 537415