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