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Meet Leigh

Leigh Morris - Financial Planner | Director

M 0447 263 567
Eleigh@sydneyfinancialplanning.com.au

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life"

Unique Qualities

Leigh understands the importance of long term client relationships and he always displays a genuine, caring and professional approach with his clients. His honest, positive and friendly nature makes clients from all walks of life feel immediately at easy. These traits mixed with a diverse financial background make for excellent tools for managing his clients' financial affairs.

Specialist Skills

  • Wealth creation strategies
  • Risk management strategies
  • Debt and budget management strategies
  • Pre-retirement and superannuation strategies

Professional Qualifications

  • Diploma of Financial Services (Financial Planning) DFP
  • Advanced Diploma in Financial Services (Financial Planning) ADFP
  • Self-Managed Super Fund Accreditation
  • Margin Lending Program

Membership and Associations

  • Authorised Representative of Charter Financial Planning
  • Member of the Credit Ombudsman Service
  • Member of Association of Financial Planners (AFA)

Career and Industry Highlights

With over 12 years’ experience in the Financial Services Industry working for some of Australia’s largest corporations, Leigh is well versed in helping people achieve their financial goals and objectives.
He is expert in building long standing professional relationships which has been gain through his extensive time with NAB, Colonial First State and Shadforth Financial Group.

Personal Interests

Outside of work, Leigh's passions include travel, music, photography and motorcycle riding. On weekends, he loves to find new restaurant and bars with a particular soft spot for Pizza, Burgers, Donuts and Craft Beers.

 

 

Leigh Morris is an authorised representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document.

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