Our Financial Consultants / Paraplanners

Kim Leonard

Senior Paraplanner & Team Leader

Kim joined Lumin Wealth in 2022 and has over 15 years’ experience in the industry, providing paraplanning, technical support and assisting clients through the advisory journey. Kim holds a Level 6 Advanced Diploma in Regulated Financial Planning through the CII and is also a member of the CISI.

Qualifications

FPFS, MCSI, Cert PFS (DM & Securities), Cert CII (MP & ER)

Discover lumin news

Read our publication covering essential financial planning ideas