Steven Leung – Financial Adviser

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

Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
Licence number: 236643
Licensee’s ABN: 42000001007
Licence controlled by: PERPETUAL LIMITED

The date the Financial Adviser commenced the appointment: 26/03/2012
The date the Financial Adviser ceased the appointment: 19/07/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: