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