STEVEN LEUNG (Adviser# 001001372) 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 June 4, 2015.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN LEUNG |
| Adviser Number | 001001372 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000229757 EQUITY TRUSTEES SUPERANNUATION LIMITED |
| Licence ABN | 50055641757 |
| Licence Controlled By |
EQT Holdings Limited EQUITY TRUSTEES LIMITED |
| Adviser Start Date | 2015-06-04 |
| Appointing Representative Name | EQUITY TRUSTEES SUPERANNUATION LIMITED |
| Appointing Representative Number | 000229757 |
| Appointing Representative ABN | 50055641757 |
| Memberships |
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) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000229757 |
EQUITY TRUSTEES SUPERANNUATION LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED |
2015-06-04 - | EQUITY TRUSTEES SUPERANNUATION LIMITED |
| 000234528 |
EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016] |
2015-04-27 - | EQUITY TRUSTEES WEALTH SERVICES LIMITED |
| 000240975 |
EQUITY TRUSTEES LIMITED
Licence controlled by: EQT Holdings Limited |
2014-03-31 - | EQUITY TRUSTEES LIMITED |
| 000236643 |
PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED |
2012-03-26 - 2014-07-19 | |
| 000289621 |
UNISON WEALTH MANAGEMENT PTY LTD
Licence controlled by: UNISON FINANCIAL GROUP PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 17/11/2017] ~ VIEPLAN PTY LTD [Date Ceased: 17/11/2017] |
2011-01-10 - 2011-10-03 | |
| 000238761 |
SUPERPARTNERS PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED |
2009-02-25 - 2011-01-04 |
| Licence Name | EQUITY TRUSTEES SUPERANNUATION LIMITED |
| Licence Number | 000229757 |
| Licence ABN | 50055641757 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEFF SITTERS | Equity Trustees Superannuation Limited | Current | 2016-03-15 |
| CRAIG BARNES | Equity Trustees Superannuation Limited | Current | 2015-12-07 |
| RYAN LISSON | Equity Trustees Superannuation Limited | Current | 2015-09-25 |
| JOHN NELLIGAN | Equity Trustees Superannuation Limited | Current | 2015-07-06 |
| KERRIE SLES | Equity Trustees Superannuation Limited | Current | 2015-06-04 |
| JAMES BRESCIA | Equity Trustees Superannuation Limited | Ceased | 2015-01-08 |
| BERNARD PETER O'BRIEN | Equity Trustees Superannuation Limited | Ceased | 2013-05-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEFF SITTERS | Equity Trustees Superannuation Limited | Current | 2016-03-15 |
| CRAIG BARNES | Equity Trustees Superannuation Limited | Current | 2015-12-07 |
| RYAN LISSON | Equity Trustees Superannuation Limited | Current | 2015-09-25 |
| JOHN NELLIGAN | Equity Trustees Superannuation Limited | Current | 2015-07-06 |
| KERRIE SLES | Equity Trustees Superannuation Limited | Current | 2015-06-04 |
| JAMES BRESCIA | Equity Trustees Superannuation Limited | Ceased | 2015-01-08 |
| BERNARD PETER O'BRIEN | Equity Trustees Superannuation Limited | Ceased | 2013-05-01 |
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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.