Gilles van Leeuwen

Gilles van Leeuwen

SSA
Company
Orbit Financial Services
Profession
Financial Planner
Address
132 Christine Ave, BURLEIGH WATERS QLD 4220, Australia
Phone
+61499614297
Qualifications
Financial Planning (Diploma) - Kaplan Professional, 2017
Bachelor of Business Administration: International Business & Languages (Bachelor) - Hanze University of Applied Sciences, Groningen (the Netherlands), 2017
Financial Planning (Graduate Diploma) - Kaplan Professional, 2023
SSA (Designation) - SMSF Association, 2023
Advisor

Summary

I believe an effective financial planning strategy looks at ‘the big picture’; taking into account all facets of clients' individual needs, current obligations as well as their financial goals and lifestyle aspirations for the future. I have worked as a financial adviser for several financial planning organisations and have over 6 years of experience in the financial services industry. I have a strong passion for and commitment to helping clients meet their financial and lifestyle goals through appropriate and high-quality financial advice. The aspects of being a financial adviser that enjoy the most are listening to clients to deeply understand their needs, educating them so they are more informed about financial matters and building strong relationships along the way. I hold a Bachelor of Business Administration (International Business & Languages) and a Graduate Diploma of Financial Planning. I am currently studying a Master of Financial Planning and meet the competency requirements under ASIC’s Regulatory Guide RG 146. I am a member of the Financial Advice Association Australia (FAAA) and abides by their code of professional conduct and ethics.

Get in touch with Gilles van Leeuwen