Leon is an Investment Advisor and Portfolio Manager who previously worked at Australia’s largest investment bank for over 19 years. His experience and comprehensive education brings a valuable perspective to our team.
He earned a Bachelor of Commerce from Flinders University in 1998, a Bachelor of Business (Property) in 1996 and obtained his Graduate Diploma in Applied Finance and Investment in 2004.
Leon specialises in helping established families, successful professionals, businesses, farmers, and foundations to manage their wealth wisely and feel financially secure.
When not attending his kids tennis games he is usually supporting his beloved Essendon Bombers in the AFL, running a marathon or travelling.