Les Conceicao

Les has been a professional licensed adviser since 1999 with over 8 years experience as a Senior Financial Adviser providing clients with a complete wealth management service, including Self-Managed Super Funds. He also has over 5 years experience specialising in providing clients with strategies designed to optimise benefits from GESB West State Super and GESB Gold State Super.

Investment Style

Les works closely with his clients to develop sound, disciplined and flexible wealth creation strategies incorporating appropriate investment structures, tax-effectiveness, superannuation and retirement planning.

Services and Specialties

Personal Insurance

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Les Conceicao's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Arts (Economics & Industrial Relations)

Diploma of Applied Finance and Investment

Master of Business Administration (MBA)

Master of Industrial Relations

Graduate Diploma of Financial Planning

Associations

Financial Planner AFP member of FAAA

Fellow of the Financial Services Institute of Australasia

Competencies

Financial Planning

Generic

Life Insurance

Managed Investments

Securities

Superannuation

I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.