Leanne McDonald Email
Executive Assistant @ CREATE ADVICE GROUP
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Leanne McDonald Location
- Toowoomba, QLD, AU
Leanne McDonald Work
- Executive Assistant @ (April 2022 - Present)
- CEO and Senior Financial Adviser @ (June 2019 - April 2023)
- Principal CEO @ Self employed (September 2019 - Present)
- Principal, CEO and Relationship Manager @ Create Advice Group (September 2019 - April 2023)
- Principal, Managing Director and Senior Financial Planner @ Create Advice Group (August 2018 - June 2019)
- Principal, Managing Director and Senior Financial Adviser @ (February 2009 - August 2018)
- Senior Financial Adviser - CFP @ (November 2006 - February 2009)
- Financial Planner @ (January 1999 - September 2006)
- Financial Adviser and Personal Banker @ (October 1996 - January 1999)
- Financial Markets @ (February 1994 - October 1996)
- Premier Client Manager and Customer Service @ (November 1989 - February 1994)
Leanne McDonald Education
- Deakin University
Diploma Financial Planning
1996-2006 - USQ Toowoomba
Bachelor of Commerce (B.Com.) (Banking, Corporate, Finance, and Securities Law)
1989-1997 - St Ursula's College
Junior high school
- FPA
CFP
- Oakey High School
Senior
Leanne McDonald Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Investments
- Estate Planning
- Retirement
- Investment Advisory
- Series 7
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Wealth
- Relationship Management
- Insurance
- Superannuation
- Financial Advisory
- Banking
- Finance
- Loans
- Income Protection
- High Net Worth Individuals
- Investment Strategies
- Wealth Accumulation
- Pensions
- Securities
- Wealth Management Services
- Certified Financial Planner
- Financial Planners
- Financial Planning
- High Net Worth
- Certified Financial
- Social Media
- Business Relationship Management
- Sales
- Event Planning
- Communication
- Business Development
- Microsoft Office
- Marketing
- Social Networking
- Microsoft Excel
- Event Management
- Time Management
- Customer Service
- Social Media Marketing
- Pension Funds
- Teamwork
- Management
- Public Relations
- Strategic Financial
- Marketing Communications
- Coaching
- Sports Marketing
- Sponsorship
Leanne McDonald Summary
- Leanne McDonald, based in Toowoomba, QLD, AU, is currently a Executive Assistant at CREATE ADVICE GROUP. Leanne McDonald brings experience from previous roles at CREATE ADVICE GROUP, Self employed and Create Advice Group. Leanne McDonald holds a 1996 - 2006 Diploma Financial Planning @ Deakin University. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Estate Planning and more.
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