"Quite simply put, I love financial planning and it is my greatest privilege to lead a team of professionals at My Wealth Garden in helping everyday Aussies to achieve financial success."
As a Financial Adviser, Leesa is passionate about helping people with their financial matters and it is what drives her every day. Leesa's experience in the financial services industry is complimented by the theoretical support obtained through 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 an Accredited Self Managed Superannuation Fund specialist.
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.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch$0 upfront comprehensive review and assessment of your financial situation
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 6
- First year providing advice 2021
- Years of experience 3
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
My Wealth Garden Pty Ltd
Shop 21, 340 Hope Island RdHope Island, QLD 4212 3 Ocean Grove
Currumbin, QLD 4223 Level 19, 10 Eagle St
Brisbane City, QLD 4000
Opening hours
- 8:30am – 5:00pm Monday – Friday
- 8:30am – 1:00pm Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
My Wealth Garden Pty Ltd
AFSL 537415