Partner - Investment Advisory & Wealth
B.Bus (Accounting), Dip.FP, CPA
Leigh is a Partner of TAG Financial Services and has been with the firm since its inception. Leigh oversees the Investment Advisory and Wealth division, and has significant skills in both auditing and superannuation. Leigh is passionate about understanding clients' visions and helping them implement strategies to achieve financial security and freedom.
- Leigh assists both individuals and business owners grow their wealth through:
- Superannuation and Self Managed Funds.
- Retirement Planning strategies.
- Wealth Succession and Estate Planning.
- Tax Structuring and Asset Protection.
Leigh is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring he is qualified to assist clients achieve their financial objectives.