WING CHI LEUNG


Licensee: PROFESSIONAL WEALTH PTY LTD

WING CHI LEUNG (Adviser# 000242007) 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 January 28, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name WING CHI LEUNG
Adviser Number 000242007
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000369453
PROFESSIONAL WEALTH PTY LTD
Licence ABN 93111681773
Adviser Start Date 2015-01-28
Appointing Representative Name PROFESSIONAL WEALTH PTY LTD
Appointing Representative Number 000369453
Appointing Representative ABN 93111681773
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • WING CHI LEUNG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
B Bus (Banking & Finance) Monash University
Grad Dip FP Securities Institute Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000369453 PROFESSIONAL WEALTH PTY LTD 2015-01-28 - PROFESSIONAL WEALTH PTY LTD
000318613 SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2010-12-04 - 2012-05-10
000289573 MONEY MANAGERS PARTNER SOLUTIONS PTY LTD 2006-04-01 - 2010-12-03

Licensee Information

Licence Name PROFESSIONAL WEALTH PTY LTD
Licence Number 000369453
Licence ABN 93111681773

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAROLINE ELISABETH HUCHISON Professional Wealth Pty Ltd Ceased 2010-09-18
SUZANNE HWEE SIAH Professional Wealth Pty Ltd Current 2010-09-17
DOUGLAS EDWARD TUREK Professional Wealth Pty Ltd Current 2010-09-17

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAROLINE ELISABETH HUCHISON Professional Wealth Pty Ltd Ceased 2010-09-18
SUZANNE HWEE SIAH Professional Wealth Pty Ltd Current 2010-09-17
DOUGLAS EDWARD TUREK Professional Wealth Pty Ltd Current 2010-09-17

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Dataset Information


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.