Leo is a Private Wealth Adviser with more than 15 years of experience in the financial services industry. He has worked at Perpetual Private Wealth and JBWere locally, as well as Fidelity, HSBC, and JP Morgan in London.
Leo has a proven track record of guiding clients through complex financial decisions and consistently delivering strong outcomes. He recognises that every individual has unique goals and financial circumstances, and he takes the time to understand each client.
By helping clients make clear, informed decisions, Leo ensures they remain confidently on course toward their objectives. Drawing on deep expertise in financial planning, wealth management, asset allocation, and risk management, he tailors strategies designed to optimise long-term financial wellbeing.
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