Jeffrey Leung – Financial Adviser

Adviser identifying number: 246026
Status: Current
Adviser’s ABN: 62920791768
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 17/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000246638
Authorised Representative’s ABN: 14076093680

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:

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Relevant qualifications and training:

CFP Practice Knowledge Exam – Deakin University
Estate Planning – Sealcorp
Insurance – Sealcorp
Margin Lending – St George Bank
The Process of Financial Planning – University Western Sydney

Relevant memberships of professional bodies or industry associations:

Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Jeffrey Leung is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Life Products / Investment Life Insurance Products
Life Products / Life Risk Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility