I have known Leo for over 15 years. Over this time, I have been his client and have also referred my own clients to him.

I have found Leo to be extremely professional and competent in all the dealings I have had with him.   As I operate a busy legal practice, I am grateful to Leo for effectively organising my own financial affairs in a seamless fashion enabling me to make informed decisions almost effortlessly.  I have definitely benefitted from having Leo’s input into my financial affairs.

The clients I have referred to Leo have spoken highly of him and appreciated his careful approach to understanding their goals and needs before providing suitable strategy options.

Alison L.C Lawyer, Principal, ALC Legal, Darlinghurst, NSW

We approached Leo over 10 years ago because we needed a firm with the experience in the SMSF area to help us manoeuvre through the compliance maze. With the many changes to Superannuation rules, let alone those relating to the SMSF area, it is a comfort knowing that Leo and his team have our backs covered always.

Leo’s professionalism is without question and he goes to great lengths to ensure that any recommendations offered are thoroughly researched and appropriately suited to our needs.

We have no hesitation in recommending Leo

Dr. and Mrs. Michael & Lynn B Rushcutters Bay, NSW.

I have had the pleasure of knowing Leo for the better part of 30 years. During this period, I have had numerous instances to observe him in both social and professional situations.
Socially, Leo is friendly, considerate, polite and a true family man. He displays integrity and honesty in all that he does.

Professionally, Leo brings these same qualities to the ‘table’. I have referred many of my accounting clients to him and they attest to me that he displays a thorough and caring approach to the way in which he sculptures their financial strategies and advice to their specific requirements. He brings a diligent and honest assessment of their financial needs and tempers his advice with integrity. He is vitally concerned with maintaining his professional training and his industry awareness.
I recommend him to anyone who seeks a private wealth professional who is personally committed to ensuring their client’s ongoing financial needs are catered for in an honest, diligent, professional and caring manner.

Andrew F.W. Director A.F.W. & Co. – Chartered Accountants

"I was introduced to Leo around 2006 by my accountant when my father passed away. Leo has always handled my financial affairs professionally and with the greatest respect. Leo's calm and sensitive approach tinged with a cheeky sense of humour has helped keep me on the right financial path during some personal crisis, and as such I have come to rely on his extensive knowledge on financial matters for continuous guidance. Leo's integrity and loyalty is above reproach, but more importantly, I consider him a dear friend. I would highly recommend Leo to anyone without hesitation."

Teresa M. Picnic Point NSW

"We've known Leo personally and professionally for almost 15 years now, initially working together with mutual clients and for the past 10 years as our personal financial adviser. Leo has assisted us with setting up our SMSF, personal finance and investment strategies and connected us with his network on other specialised matters. He has supported us through several life stages including purchasing our first home together, the birth of our children and while our careers have developed. His advice is always tailored to our circumstances and genuinely with our best interests at heart.
We are happy to refer Leo to others and have done so with several of our family and friends, who have all let us know how happy they are with his approach and advice. "

Karen P. and Noelene P. Rozelle NSW