Daniel Yung Soon Leow
Financial Adviser in Malvern East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003847
- Location
- Malvern East VIC 3145
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 10 February 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Financial Planning), RMIT (2006)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Yung Soon Leow
Daniel Yung Soon Leow is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern East, Victoria (adviser number 001003847).
The licensee Daniel advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 10 February 2020.
According to the register, Daniel first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel 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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Daniel Yung Soon Leow a registered financial adviser?
Yes. Daniel Yung Soon Leow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003847.
Which licensee does Daniel Yung Soon Leow work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Daniel Yung Soon Leow 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."