fbpx

Leesa Swain

Associate

DipFinServ (Mortgage Management), BCom (FinPlan)

As the Associate at Centaur Financial Services, 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 also 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.

Leesa 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 she looks forward to being a part of your journey to financial success.

Qualifications

Bachelor of Business in Financial Planning
Diploma in Financial Services (Mortgage Management)

Leesa is a Sub Authorised Representative (#1284203) of Centaur Financial Services, Corporate Authorised Representative (#342372) of Australian Advice Network Pty Ltd.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

Book Contact