Lesley Faehse
Chartered Accountant SMSF Specialist Advisor™ CFP®
Senior Financial Planner
'Planning is bringing the future into the present so that you can do something about it now'- Alan Lakein
Lesley became a Chartered Accountant in 1991 but has specialised in financial planning since 1995. She is a Director of the management company operating the Darwin office of Morgans and regularly visits Alice Springs where she previously lived. While Lesley's background is in taxation and business advice, she has since developed expertise in retirement planning and superannuation.
Investment Style
'Victory is won not in miles but in inches. Win a little now, hold your ground, and later, win a little more '– Louis L'Amour. As a long-term Territorian, Lesley enjoys working with other locals to formulate and develop their personal financial plans.
Services and Specialties
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Architecture
Graduate Diploma of Accounting
SMSF Specialist Adviser™
Ethics and Professional Relationships
Diploma of Financial Planning
Associations
SMSF Professionals' Association of Australia
Tax Payers Association of Australia
Institute of Chartered Accountants Australia
Competencies
Generic
Margin Lending
Financial Planning
Superannuation
Life Insurance
Managed Investments
Securities
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of percentage of fees. As a shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits. As a Director of NT Capital Pty Ltd, I will be entitled to a share of profits.
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of percentage of fees. As a Director and shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits.
