David Leslie Email & Phone Number

Senior Financial Planner @ Collective Financial Partners

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David Leslie Location

Newcastle, NSW, AU

David Leslie Work

2024 - now Senior Financial Planner @ Collective Financial Partners
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2013 - 2024 Senior Financial Planner @ Morgans Financial Limited
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2018 - 2022 Director @ Morgans Financial Limited

2009 - 2013 Financial Planner @ The Royal Bank of Scotland Group
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2008 - 2009 Financial Planner @ ABN AMRO Bank N.V.
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2006 - 2007 Trainee Financial Planner @ WB Financial Management Pty Ltd
2005 - 2006 Training Director @ Earth Care Earth Share

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David Leslie Education

CFA Institute
(Chartered Financial Analyst (CFA) program -Level 1 - Accounting, Ethics, Economics, Portfolio Mgmt)
Kaplan
Master of Financial Planning
2024
University of Newcastle
Bachelor of Commerce (BCom) (Finance, Economics, Accounting)

Mentor Education
Diploma of Financial Services (Financial Planning)
Kaplan Education
Accredited Derivatives Adviser (Options & Warrants)
St. Francis Xavier College, Hamilton
HSC

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David Leslie Skills

Financial Planning
Superannuation
Retirement Planning

Equities
Tax Advisory
Estate Planning
Equity Valuation
SMSF
Risk Management
Financial Analysis

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David Leslie Summary

David Leslie, based in Newcastle, NSW, AU, is currently a Senior Financial Planner at Collective Financial Partners. David Leslie brings experience from previous roles at Morgans Financial Limited, RBS Morgans and ABN AMRO Bank N.V.. David Leslie holds a CFA Institute. With a robust skill set that includes Financial Planning, Superannuation, Retirement Planning, Equities, Tax Advisory and more. David Leslie has 1 emails and 1 mobile phone numbers on RocketReach.

David Leslie Emails

Found 1 emails

@collectivefp.com.au

David Leslie Phone Numbers

Found 1 phone numbers

+61 423 470XXXX

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Top Collective Financial Partners Employees

Andrew Howson

Director at Collective Financial Partners

Newcastle, NSW, AU
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Anthony Foy

Senior Financial Planner at Collective Financial Partners

Thornton, NSW, AU
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