Claudia Chau Leung
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232220
- Location
- North Sydney NSW 2060
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 14 August 2026
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, University of Sydney (1998); Count Wealth Accountants Introductory Training Course, Count Wealth Accountants (2002); SMSF Specialisation Course, UNSW Australia (2014); Certified Practising Accountant, CPA (2026)
- Memberships
- CPA Australia (CPA); The Tax Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Claudia Chau Leung
On the Financial Advisers Register kept by ASIC, Claudia Chau Leung appears as a current financial adviser in North Sydney, New South Wales, adviser number 000232220.
Claudia provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 14 August 2026.
According to the register, Claudia first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (University of Sydney, 1998), Count Wealth Accountants Introductory Training Course (Count Wealth Accountants, 2002) and SMSF Specialisation Course (UNSW Australia, 2014). Professional memberships recorded: CPA Australia (CPA) and The Tax Institute.
Claudia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Claudia Chau Leung a registered financial adviser?
Yes. Claudia Chau Leung is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232220.
Which licensee does Claudia Chau Leung work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Claudia Chau Leung give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.