Teresa Leake Cfp Dip Fp
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Teresa Leake Cfp Dip Fp Email & Phone Number

Senior Financial Adviser at FMD Financial - Expert financial advisers at FMD Financial - Expert financial advisers
Location: Greater Melbourne Area, Australia, Australia 10 work roles 2 schools
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Current company
FMD Financial - Expert financial advisers
Role
Senior Financial Adviser at FMD Financial - Expert financial advisers
Location
Greater Melbourne Area, Australia, Australia
Company size
49 employees

Who is Teresa Leake Cfp Dip Fp? Overview

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Teresa Leake Cfp Dip Fp is listed as Senior Financial Adviser at FMD Financial - Expert financial advisers at FMD Financial - Expert financial advisers, a company with 49 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Teresa Leake Cfp Dip Fp.

Teresa Leake Cfp Dip Fp previously worked as Senior Financial Adviser at Fmd Financial - Expert Financial Advisers and Senior Financial Adviser at Fmd Financial - Expert Financial Advisers. Teresa Leake Cfp Dip Fp holds Diploma Of Financial Planning from Deakin University.

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FMD Financial - Expert financial advisers

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About Teresa Leake Cfp Dip Fp

“Put your arms around what you can control and let the rest go” - a personal motto of mine that equally applies to my professional life. With a career spanning over 40 years, I have helped clients across all stages of life take control of their finances and achieve a financially secure future. I make a personal commitment to make a difference in my client’s lives and do so by building long term relationships and delivering personal service - I work with my clients like they are a member of the family, taking extra measures to ensure the implemented strategies meet their goals.Being a Senior Financial Advisor and Aged Care Specialist at FMD Financial is more than a job, its my passion. Email me to arrange your complimentary appointment.

Listed skills include Retirement Planning, Wealth Management, Investments, Retirement, and 17 others.

Current workplace

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FMD Financial - Expert financial advisers
Fmd Financial - Expert Financial Advisers
Senior Financial Adviser at FMD Financial - Expert financial advisers
melbourne, victoria, australia
Website
fmd.com.au
Employees
49
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10 roles · 51 years

Teresa Leake Cfp Dip Fp work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor & Aged Care Specialist

Axios Financial Solutions

Level 3 The Metropolis 480 St Kilda Road Melbourne Vic 3004

Axios Financial is a respected and highly regarded Financial Planning firm with offices located on St Kilda Rd in Melbourne. Axios helps their clients meet their goals and potential by providing personal financial strategies. Axios is able to demonstrate to clients the impact of a financial decision before it is made, empowering clients to make sound.

Jul 2015 - Dec 2019

Corporate Authorised Representative

Charter Financial Planning
2002 - Dec 2019

Financial Adviser

L G Financial Strategies
2001 - Jul 2015

Financial Consultant

Aon Consulting
2000 - 2001 ~1 yr

Financial Advisor

Limon Gulasekharam Financial Services
1999 - 2000 ~1 yr

Principal / Financial Consultant

Buck Consultants Pty Ltd
1995 - 1999 ~4 yrs

Client Services Manager, Superannuation Service Consultant, Administration Manager

National Mutual Life Association
1982 - 1995 ~13 yrs

Pensions Administrator

Norwich Union Uk
1975 - 1980 ~5 yrs
Team & coworkers

Colleagues at FMD Financial - Expert financial advisers

Other employees you can reach at fmd.com.au. View company contacts for 49 employees →

KW Karina Ward Karina Ward Colleague at Fmd Financial - Expert Financial Advisers Melbourne, Victoria, Australia, Australia View → JY Jastine Yannah Tan Jastine Yannah Tan Colleague at Fmd Financial - Expert Financial Advisers Carmona, Calabarzon, Philippines, Philippines View → GF Greg Fagan Greg Fagan Colleague at Fmd Financial - Expert Financial Advisers Greater Melbourne Area, Australia View → FS Fiona Shedden (Nee Agnew) Fiona Shedden (Nee Agnew) Colleague at Fmd Financial - Expert Financial Advisers Greater Melbourne Area, Australia View → CW Craig Williams Craig Williams Colleague at Fmd Financial - Expert Financial Advisers Greater Melbourne Area, Australia View → AM Aakash Mehta Aakash Mehta Colleague at Fmd Financial - Expert Financial Advisers Melbourne, Victoria, Australia, Australia View → RW Raewyn Williams Raewyn Williams Colleague at Fmd Financial - Expert Financial Advisers Greater Sydney Area, Australia View → TC Tony Castellano Tony Castellano Colleague at Fmd Financial - Expert Financial Advisers Greater Melbourne Area, Australia View → DA Daniel Arcadiou Daniel Arcadiou Colleague at Fmd Financial - Expert Financial Advisers Adelaide, South Australia, Australia, Australia View → DH Dawn Harper, Gaicd Dawn Harper, Gaicd Colleague at Fmd Financial - Expert Financial Advisers Greater Melbourne Area, Australia View →
2 education records

Teresa Leake Cfp Dip Fp education

Education record

Morley Grammar School
FAQ

Frequently asked questions about Teresa Leake Cfp Dip Fp

Quick answers generated from the profile data available on this page.

What company does Teresa Leake Cfp Dip Fp work for?

Teresa Leake Cfp Dip Fp works for FMD Financial - Expert financial advisers.

What is Teresa Leake Cfp Dip Fp's role at FMD Financial - Expert financial advisers?

Teresa Leake Cfp Dip Fp is listed as Senior Financial Adviser at FMD Financial - Expert financial advisers at FMD Financial - Expert financial advisers.

Where is Teresa Leake Cfp Dip Fp based?

Teresa Leake Cfp Dip Fp is based in Greater Melbourne Area, Australia, Australia while working with FMD Financial - Expert financial advisers.

What companies has Teresa Leake Cfp Dip Fp worked for?

Teresa Leake Cfp Dip Fp has worked for Fmd Financial - Expert Financial Advisers, Axios Financial Solutions, Charter Financial Planning, L G Financial Strategies, and Aon Consulting.

Who are Teresa Leake Cfp Dip Fp's colleagues at FMD Financial - Expert financial advisers?

Teresa Leake Cfp Dip Fp's colleagues at FMD Financial - Expert financial advisers include Karina Ward, Jastine Yannah Tan, Greg Fagan, Fiona Shedden (Nee Agnew), and Craig Williams.

How can I contact Teresa Leake Cfp Dip Fp?

You can use AeroLeads to view verified contact signals for Teresa Leake Cfp Dip Fp at FMD Financial - Expert financial advisers, including work email, phone, and LinkedIn data when available.

What schools did Teresa Leake Cfp Dip Fp attend?

Teresa Leake Cfp Dip Fp holds Diploma Of Financial Planning from Deakin University.

What skills is Teresa Leake Cfp Dip Fp known for?

Teresa Leake Cfp Dip Fp is listed with skills including Retirement Planning, Wealth Management, Investments, Retirement, Financial Advisory, Investment Advisory, Mutual Funds, and Strategic Financial Planning.

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