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