HENRIQUE LEONG (Adviser# 000440601) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 27, 2018.
| Register Name | Financial Advisers |
| Adviser Name | HENRIQUE LEONG |
| Adviser Number | 000440601 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000232514 INDUSTRY FUND SERVICES LIMITED |
| Licence ABN | 54007016195 |
| Licence Controlled By | INDUSTRY SUPER HOLDINGS PTY. LTD. |
| Adviser Start Date | 2018-08-27 |
| Appointing Representative Name | INDUSTRY FUND SERVICES LIMITED |
| Appointing Representative Number | 000232514 |
| Appointing Representative ABN | 54007016195 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Scope of Authority: Comprehensive(a)provide financial product advice for the following classes of financial products:(i)deposit and payment products limited to:(A)basic deposit products;(B)deposit products other than basic deposit products;(ii)debentures, stocks or bonds issued or proposed to be issued by a Government;(iii)life products including:(A)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iv)interests in managed investment schemes including, but not limited to:(A)investor directed portfolio services (IDPS); and (B)managed investment schemes that are IDPS-like schemes;(v)securities;(vi)standard margin lending facility; and(vii)superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b)deal in a financial product by:(i)apply |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning (Practice Management) | Integrity Education Group |
| Bachelor of Commerce (Finance) | Monash University |
| Gearing/Margin Lending | Kaplan Professional |
| SMSF | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000232514 |
INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD. Further restrictions: Scope of Authority: Comprehensive(a)provide financial product advice for the following classes of financial products:(i)deposit and payment products limited to:(A)basic deposit products;(B)deposit products other than basic deposit products;(ii)debentures, stocks or bonds issued or proposed to be issued by a Government;(iii)life products including:(A)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iv)interests in managed investment schemes including, but not limited to:(A)investor directed portfolio services (IDPS); and (B)managed investment schemes that are IDPS-like schemes;(v)securities;(vi)standard margin lending facility; and(vii)superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b)deal in a financial product by:(i)apply |
2018-08-27 - | INDUSTRY FUND SERVICES LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2015-07-03 - 2018-03-27 | WESTPAC BANKING CORPORATION |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: "Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives." |
2013-06-14 - 2015-06-05 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-06-30 - 2013-06-30 |
| Licence Name | INDUSTRY FUND SERVICES LIMITED |
| Licence Number | 000232514 |
| Licence ABN | 54007016195 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHARLES HORDERN-GIBBINGS | Industry Fund Services Limited | Current | 2018-08-27 |
| SIGRID LARSEN | Industry Fund Services Limited | Current | 2018-08-27 |
| JESSICA FRY | Industry Fund Services Limited | Current | 2018-08-22 |
| DIMITRIOS MARAMIS | Industry Fund Services Limited | Current | 2018-08-09 |
| MARK JEFFERY VINCENT | Industry Fund Services Limited | Current | 2018-06-07 |
| MATTHEW PAUL STRICKLAND | Industry Fund Services Limited | Current | 2018-05-10 |
| LOUIS LIN | Industry Fund Services Limited | Current | 2018-03-26 |
| SHANNON WILLIAM GARDNER | Industry Fund Services Limited | Current | 2018-03-14 |
| ADAM FROST | Industry Fund Services Limited | Current | 2018-02-21 |
| REBECCA WATT | Industry Fund Services Limited | Ceased | 2018-02-12 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.