Simon Leske (Ceased)

Independent Advisers WA

4.95
19 Reviews
Platinum
19 Yrs Experience
Drummond Cove, WA 6532

Recent reviews

Independent Advisers WA

58 Hillview Dr
Drummond Cove, WA 6532

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Taxation
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fixed monthly fee, that is potential tax deductable and includes financial planning, accountancy, estate planning and mortgage broking fees.

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629

4.95
19 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"I am a mature aged person with a hearing disability and i made the appointment with Mick because when i told him about my disability he expressed empathy in his email which made me think that here was a business that cared for their clients. Micks Knowledge in all areas that i asked about, Superannuation, Mortgage, Budgeting was invaluable and i have come away from my appointment with a attitude to make things better for my circumstances. Thank you for your help and guidance Bernadette Galvin"

  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mick has helped with our SMSF and share portfolio to give us peace of mind he is highly recommended and easy to talk to"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mick has helped me transitioning from my farming business to retirement with all my investment, business. And has helped my kids and parents as well for over 7 years. We very happy with Mick and his team especially hearing he can save us another $10,000 in tax from next year onwards due to his pension strategies"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mick has helped me set up and maintain a self managed super fund ,share portfolio, insurances and we are in the process of organizing a will, I Have been with him for a few years now and he has made a great impact on my personal and future finances ,He is very easy to deal with and makes his advice simple and easy to understand, With his help I have a clear path for the future."

  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very happy with the help and advice we receive from Mick and his staff"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mick is very easy to talk with and is very thorough with the advice that he provides, ultimately doing the best thing for the clients situation. I really like that he has extensive knowledge in taxation and in ways to help reduce your tax. Also Ehsan is very helpful when dealing with him."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mick has given us advice for transition from a farming business towards full retirement off farm. We are happy with Micks advice and he has shown us credibility and extensive knowledge in the area of small business capital gain tax concessions and overall financial advice. We also like Micks remuneration model which is easy to understand and does not include commissions. It is also very handy to know someone that has a regular supply of fresh fish!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"What I like most about Mick is his honesty and efficiency. He is clear and thorough when helping me make decisions. I like the fact he is not commission based which decreases my overall costs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mick has been working with me to look at ways to increase my self managed super fund and exit strategies from SME. We have also engaged in other business to benefit both parties. Mick is very approachable to ideas and with his knowledge can direct you on to the right path for future benefit. I am very confident in Mick's honesty to direct you to increase your financial wealth."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mick has given me advice in areas including loan products, self managed super funds and managing debt. Mick was usually able to explain things to me in a clear way. Through Mick's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Mick's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Taxation

Level
9 - Masters Degree
Institution
Curtin University
Completed
2012

Bachelor of Business (Economics)

Level
7 - Bachelor Degree
Institution
Hogeschool Inholland
Completed
1972

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2006

Professional Memberships

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Simon's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Simon able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Simon's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Simon to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Simon?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Simon provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Simon may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Simon Leske (Ceased)
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens