Wing Chi Leung – Financial Adviser

Adviser identifying number: 242007
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PROFESSIONAL WEALTH PTY LTD
Licence number: 369453
Licensee’s ABN: 93111681773
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL WEALTH PTY LTD
Authorised Representative identifying number: 369453
Authorised Representative’s ABN: 93111681773

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:

  • B Bus (Banking & Finance) – Monash University
  • Grad Dip FP – Securities Institute Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Wing Chi 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
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation