Leesa Swain

My Wealth Garden Pty Ltd

Gold
3 Yrs Experience
Hope Island, QLD 4212

"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.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

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 5.00
  • Number of reviews 6
  • First year providing advice 2021
  • Years of experience 3
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

My Wealth Garden Pty Ltd

Shop 21, 340 Hope Island Rd
Hope 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
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

My Wealth Garden Pty Ltd

AFSL 537415