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Leon Staropoli, B.Bus., GradDip(FP)

Private Wealth Adviser

Leon has amassed over 25 years of experience in the financial services industry, including senior positions at ASG Friendly Society and as a representative at prominent insurance and superannuation funds.

His qualifications include a Bachelor of Business and a Post Graduate Diploma in Financial Planning. Leon has diligently fulfilled all Financial Adviser Standards and Ethics Authority (FASEA) requirements.

Additionally, he holds membership in the Financial Planning Association of Australia (FPA), a prominent professional community for financial planners. Leon’s diverse background and commitment to continuous education make him a well-qualified and seasoned professional in the field, offering clients a wealth of expertise and insight.

Areas of Expertise

• Superannuation Analysis, Advice, Management

• Retirement Planning

• Succession Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• Investment Review

• Insurance & Family Protection

• Education Fee Advice & Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Bachelor of Business

Post Graduate Diploma in Financial Planning

SMSF Association

FAAA

Regions Covered

  • Australia
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