Matt Leech Email & Phone Number
Senior Financial Advisor @ My Wealth Solutions
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Matt Leech Location
- Sydney, NSW, AU
Matt Leech Work
- 2023 - now Senior Financial Advisor @
- 2020 - 2022 Principal Planner @
- 2016 - 2020 Financial Planner | Director @
- 2016 - 2020 Financial Planner | Mortgage Broker @
- 2013 - 2016 Financial Adviser | Financial Planner @
- 2009 - 2013 Financial Adviser and Partner @
- 2008 - 2009 Financial Adviser @ AG Private Advisory
- 2007 - 2008 Financial Planner and Mortgage Broker @
Matt Leech Education
- Property Investment Professionals of Australia (PIPA)
QPIA (Qualified Property Investment Adviser)
2016 - 2017 - Institute of Human Technology
(Practitioner Certification, Neuro Linguistic Programming)
2016 - 2016 - Kaplan Professional
Fellow Chartered Financial Practitioner (FChFP) (Financial Planning and Services)
2015 - 2016 - Kaplan Professional
Accredited Listed Adviser (ASX) (Investments and Securities)
2014 - 2014 - Kaplan professional
SMSF Accredited Adviser (Financial Planning and Services)
2013 - 2013 - Mentor Training Australia
Advanced Diploma Of Financial Services (Financial Planning) (Taxation, Estate Planning, Advanced Investment Planning and Financial Planning)
2010 - 2011 - AMP
Diploma Of Financial Services (Financial Planning) (Financial Planning, Investment, Insurance, Superannuation, Client Relationship Management)
2007 - 2008 - TMA Australia
Certificate IV (Finance/Mortgage Broking) (Mortgage and Finance Broking)
2007 - 2007
Matt Leech Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Retirement Planning
- Financial Planning
- Superannuation
- Can Do Approach
- Investments
- Mortgage Lending
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Wealth Management
- SMSF
- Strategic Financial Planning
- Committed to Professionalism
- Investment Strategies
- Wealth Accumulation
- Wealth
- Strategic Financial
- Retirement
- Highly personable
- Awesomeness
Matt Leech Summary
- Matt Leech, based in Sydney, NSW, AU, is currently a Senior Financial Advisor at My Wealth Solutions. Matt Leech brings experience from previous roles at Kofkin Bond & Co, Incite Wealth and Evalesco Financial Services. Matt Leech holds a 2016 - 2017 QPIA in Qualified Property Investment Adviser @ Property Investment Professionals of Australia (PIPA). With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Retirement Planning and more. Matt Leech has 1 emails and 1 mobile phone numbers on RocketReach.
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