Steven Leung
Financial Adviser in Melbourne, Victoria, Australia
Review Steven Leung
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001001372
- Location
- Melbourne VIC 3000
- Licensee
- Australian Executor Trustees Limited (AFSL 240023)
- Authorised since
- 5 May 2023
- First provided advice
- 2002
- Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute (2002); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Financial Adviser Exam, FASEA (2021)
- Memberships
- FINSIA (Financial Services Institute of Australasia); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Leung
On the Financial Advisers Register kept by ASIC, Steven Leung appears as a current financial adviser in Melbourne, Victoria, adviser number 001001372.
Advice is given under the Australian financial services licence of Australian Executor Trustees Limited, licence number 240023. That authorisation dates from 5 May 2023.
The register records 2002 as the year Steven first provided financial advice. The qualifications listed for Steven include Graduate Diploma in Applied Finance and Investment (Securities Institute, 2002), Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021) and Financial Adviser Exam (FASEA, 2021). Steven is recorded as a member of FINSIA (Financial Services Institute of Australasia) and Financial Advice Association of Australia (FAAA).
Steven is authorised to advise on superannuation, securities, managed investment schemes and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Steven Leung here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steven Leung a registered financial adviser?
Yes. Steven Leung is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001372.
Which licensee does Steven Leung work under?
Australian Executor Trustees Limited, Australian financial services licence 240023.
What can Steven Leung give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; government debentures, stocks and bonds.