Steve King Tong Leung – Financial Adviser

Adviser identifying number: 1003849
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence number: 385827
Licensee’s ABN: 50141139228
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 05/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 385827
Authorised Representative’s ABN: 50141139228

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 Management (Honours) – International Management Centre Buckingham (IMCB)
• Graduate Diploma of Arts (Library and Information Science) – Charles Sturt University
• Graduate Diploma of Financial Planning – Kaplan (formerly FINSIA)

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association (FPA) – Certified Financial Planner
• Financial Services Institute of Australia (FINSIA)

Steve King Tong Leung is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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