Leigh Evans Email & Phone Number

Melbourne Cbd

I am pleased to join Dillon Partners Wealth Solutions (DP Wealth Solutions) as a Financial Adviser.DP Wealth Solutions is an extension of Dillon Partners, an Accounting business based in South Melbourne that has cared for clients and their taxation needs for over 30 years. Dillon Partners saw the need to provide financial advice to new and existing clients and so established DP Wealth Solutions with the same desire to care for client’s financial needs. Many clients find receiving financial and taxation advice with an associated firm beneficial given the combined knowledge and advice helps with planning strategies to fulfil financial goals and objectives as tax efficiently as possible.When advising clients I am able to bring over 30 years of experience which has included periods in Banking and Finance, stockbroking firms, specialist superannuation and financial advisory businesses and as the in-house financial adviser with accounting firms.In addition to gaining this experience I have attained the Certified Financial Planning (“CFP®”) designation from the Financial Planning Association of Australia as well as a Senior Associate of FINSIA (formerly the Australasian Institute of Banking and Finance).

Ringwood, Victoria

Melbourne, Australia

While at photoSentinel I provided consulting services which included product testing and process assessment. The outcome of the process assessment was to introduce the Salesforce software package to the firm which would provide the firm with an integrated sales and support software function.

Melbourne, Australia

I am pleased to join King & Whittle Wealth Management Pty Ltd as a Financial Adviser. King and Whittle have been providing Accounting and Business Advisory services to clients for over 90 years and are looking to compliment these services with Wealth Management capabilities.When advising on Wealth Management I am able to bring over 26 years experience in the financial services industry which has included periods working in the fields of Banking and Finance, Superannuation, Stockbroking and Financial Planning.While gaining this valuable experience, I was able to complete academic qualifications including:• Certified Financial Planner accreditation• Diploma of Financial Planning• Advanced Diploma of Business (Accounting)• Associate Diploma of Business (Banking and Finance)As a Sub-Authorised Representative of GPS Wealth Ltd I can assist clients by providing advice in the following areas:• Financial Planning• Superannuation and Retirement Planning• Self-Managed Superannuation Funds • Investment (Direct Equities & Managed Investments)• Wealth Creation through Margin Lending• Risk Management using personal insurance• Succession and Estate Planning

Melbourne, Australia

I currently manage the financial planning business at Baillieu Holst as a result of the merger of EL & C Baillieu Stockbroking Limited and F. W. Holst & Co Pty Ltd in November 2012. In addition to managing the business I provide strategic financial planning advice to existing clients of Baillieu Holst as well as strategic and investment advice to a number of my own clients. Strategic financial planning advice includes advice regarding:SMSF's Retirement Planning Redundancies Estate Planning &Centrelink

I currently provide strategic financial planning advice to existing clients of F W Holst & Co Pty Ltd as well as strategic and investment advice to a number of my own clients. Strategic financial planning advice includes advice regarding:SMSF's Retirement Planning RedundanciesEstate Planning &Centrelink

North Balwyn

Carlton

Diploma Financial Planning

Advanced Diploma Business, Accounting

Associate Diploma Business, Banking & Finance

Vce