WILSON LEUNG


Licensee: HALO FINANCIAL SERVICES PTY LTD

WILSON LEUNG (Adviser# 000289097) 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 18, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILSON LEUNG
Adviser Number 000289097
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000504663
HALO FINANCIAL SERVICES PTY LTD
Licence Controlled By Anthony Kim BRADSHAW
Adviser Start Date 2018-08-18
Appointing Representative Name HALO FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000504663
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • WILSON LEUNG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Business Victoria University
MBA Victoria University
PS 146 Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000504663 HALO FINANCIAL SERVICES PTY LTD
Licence controlled by: Anthony Kim BRADSHAW
2018-08-18 - HALO FINANCIAL SERVICES PTY LTD
000429718 LIBERTAS FINANCIAL PLANNING PTY LTD 2013-01-18 - 2018-08-22 LIBERTAS FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name HALO FINANCIAL SERVICES PTY LTD
Licence Number 000504663

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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.