Leanne Stokes

Director & Snr Financial Adviser   

CFP MBus Dip FP

Burnie

Experience

Leanne has been in the Financial Planning industry since 1998 and was previously in the banking industry for 15 years prior to that. Leanne has a Masters in Business majoring in Financial Planning, a Diploma of financial planning and is a Certified Financial Planner plus a member of the FPA.
 
She owned her own Financial Planning business before joined FM Financial in September 2017. Leanne enjoys listening to clients about their goals and dreams, and assisting them with options to make them happen. Leanne describes herself as a financial psychologist as she likes understanding how clients feel about their money and what it can do for them and works closely with her clients to invest their funds to match their income/expense needs.

About Leanne

Leanne is married with 2 adult children who run their own successful small businesses, the apple doesn’t fall far from the tree in the family! She has a dog and 2 cats. Outside of work you will find Leanne at the gym.  She is just as focussed on her fitness as she is on client strategies.

Services

Superannuation including Self Managed Super Fund - Creating a tailored superannuation plan and advising on whether SMSF is for you
Retirement planning – Understanding clients financial freedom goals 
Investments – Considering investment options including cash, term deposits, direct shares, ETFs and/or fund managers
Wealth protection – Analysing when and how to invest based on personalised goals and plans, what risk level is right for each individual and how does insurance support your plan.
Aged Care – Explaining the many options to families for their loved ones  
Centrelink – Looking at maximising clients entitlements including concession cards

Contact

Phone: 1300 763 544 

Email: fmtas@fmfinancial.com.au