Alan Leung – Financial Adviser
Adviser identifying number: 1253870
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: ASPIRON WEALTH CONSULTING PTY LTD
Licence number: 483378
Licensee’s ABN:
Licence controlled by: ASPIRON CONSULTING GROUP PTY LTD ~ Alan Albert LEUNG
The date the Financial Adviser commenced the appointment: 17/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASPIRON WEALTH CONSULTING PTY LTD
Authorised Representative identifying number: 483378
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – Monash University
- Diploma of Financial Planning – Kaplan Professional
- Master of Taxation – University of Melbourne
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
Alan Leung is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation