Steven Leung – Financial Adviser

Adviser identifying number: 1001372
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence number: 234528
Licensee’s ABN: 33006132332
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 27/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY TRUSTEES WEALTH SERVICES LIMITED
Authorised Representative identifying number: 234528
Authorised Representative’s ABN: 33006132332

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:

• CFP – Financial Planning Association of Australia
• CFP – Financial Planning Association of Australia
• CFP – Financial Planning Association of Australia
• Graduate Diploma in Applied Finance and Investment – Securities Institute
• Graduate Diploma in Applied Finance and Investment – Securities Institute
• Graduate Diploma in Applied Finance and Investment – Securities Institute

Relevant memberships of professional bodies or industry associations:

• FINSIA (Financial Services Institute of Australasia)
• FINSIA (Financial Services Institute of Australasia)
• FINSIA (Financial Services Institute of Australasia)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Steven Leung is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation