Wing Chi Leung
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242007
- Location
- Melbourne VIC 3000
- Licensee
- Minchin Moore Private Wealth Pty Ltd (AFSL 480194)
- Authorised since
- 6 May 2022
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Banking and Finance), Monash University (1997); Graduate Diploma in Financial Planning (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (2001); Certified Financial Planner, Financial Advice Association of Australia (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Wing Chi Leung
Wing Chi Leung is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000242007).
Wing provides advice as an authorised representative of Minchin Moore Private Wealth Pty Ltd, which holds Australian financial services licence 480194. That authorisation dates from 6 May 2022.
According to the register, Wing first provided financial advice in 2003. The qualifications listed for Wing include Bachelor of Business (Banking and Finance) (Monash University, 1997), Graduate Diploma in Financial Planning (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 2001) and Certified Financial Planner (Financial Advice Association of Australia, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Wing Chi Leung a registered financial adviser?
Yes. Wing Chi Leung is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242007.
Which licensee does Wing Chi Leung work under?
Minchin Moore Private Wealth Pty Ltd, Australian financial services licence 480194.
What can Wing Chi 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; standard margin lending.