ZACARY JAMES LEESON


Licensee: HPH FINANCIAL PLANNING PTY LTD

ZACARY JAMES LEESON (Adviser# 001234032) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ZACARY JAMES LEESON
Adviser Number 001234032
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000337755
HPH FINANCIAL PLANNING PTY LTD
Licence ABN 44136063315
Adviser Start Date 2015-08-01
Appointing Representative Name HPH FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000337755
Appointing Representative ABN 44136063315
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ZACARY JAMES LEESON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Science and Bachelor of Commerce University of Western Australia
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000337755 HPH FINANCIAL PLANNING PTY LTD 2015-08-01 - HPH FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name HPH FINANCIAL PLANNING PTY LTD
Licence Number 000337755
Licence ABN 44136063315

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JEFFREY PETRIE Hph Financial Planning Pty Ltd Current 2016-04-04
NICHOLAS JOHN BORDI Hph Financial Planning Pty Ltd Ceased 2015-08-01
PAUL JOSEPH BURTON Hph Financial Planning Pty Ltd Current 2015-03-30
RACHEL MAREE BLAKE Hph Financial Planning Pty Ltd Current 2014-07-01
ASHLEY BRENDON TINDALL Hph Financial Planning Pty Ltd Current 2011-12-21
ROBERT PYNE Hph Financial Planning Pty Ltd Current 2009-07-31
MICHAEL STUART PYNE Hph Financial Planning Pty Ltd Current 2009-07-31

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JEFFREY PETRIE Hph Financial Planning Pty Ltd Current 2016-04-04
NICHOLAS JOHN BORDI Hph Financial Planning Pty Ltd Ceased 2015-08-01
PAUL JOSEPH BURTON Hph Financial Planning Pty Ltd Current 2015-03-30
RACHEL MAREE BLAKE Hph Financial Planning Pty Ltd Current 2014-07-01
ASHLEY BRENDON TINDALL Hph Financial Planning Pty Ltd Current 2011-12-21
ROBERT PYNE Hph Financial Planning Pty Ltd Current 2009-07-31
MICHAEL STUART PYNE Hph Financial Planning Pty Ltd Current 2009-07-31

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.