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Les Conceicao
MBA MIR BA(Ec) GradDipFP FFin AFP
Private Client Adviser
I work closely with my clients to develop sound strategies that enable them to achieve their key personal and financial objectives through building customised investment portfolios and structures.
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
Retirement and Estate Planning
Self-Managed Super Funds
Personal Insurance
Wealth Management
Stockbroking
Portfolio Administration
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Master of Business Administration (MBA)
Graduate Diploma of Financial Planning
Master of Industrial Relations
Bachelor of Arts (Economics & Industrial Relations)
Diploma of Applied Finance and Investment
Associations
Associate Member of the Financial Planning Association of Australia
Fellow of the Financial Services Institute of Australasia
Competencies
Generic
Managed Investments
Securities
Superannuation
Financial Planning
Life Insurance
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.
