STEVE KING TONG LEUNG

Licensee: INFOCUS SECURITIES AUSTRALIA PTY LTD

STEVE KING TONG LEUNG (Adviser# 001003849) 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 March 16, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVE KING TONG LEUNG
Adviser Number 001003849
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000236523
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence ABN 47097797049
Licence Controlled By STEINHARDT HOLDINGS PTY LTD
Adviser Start Date 2018-03-16
Appointing Representative Name INFOCUS SECURITIES AUSTRALIA PTY LTD
Appointing Representative Number 000236523
Appointing Representative ABN 47097797049
Memberships Financial Planning Association (FPA) - Certified Financial Planner
Financial Services Institute of Australia (FINSIA)
SMSF Association
Further Restrictions Direct Equities excludes direct equities advice

Authorisations to provide financial product advice

  • STEVE KING TONG 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Arts (Library and Information Science) Charles Sturt University
Graduate Diploma of Financial Planning FINSIA
Margin Lending and Geared Investments Kaplan Education Pty Ltd
SMSF Adviser Education Program Financial Essentials

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Direct Equities excludes direct equities advice
2018-03-16 - INFOCUS SECURITIES AUSTRALIA PTY LTD
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Direct Equities excludes direct equities advice
2017-10-16 - 2018-03-15 INFOCUS SECURITIES AUSTRALIA PTY LTD
000385827 INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD
2016-10-05 - 2017-10-06 INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; Standard Margin Lending.
2013-11-08 - 2015-12-14 COMMONWEALTH FINANCIAL PLANNING LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2010-03-20 - 2013-10-25

Licensee Information

Licence Name INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence Number 000236523
Licence ABN 47097797049

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JESSICA PAIGE HALL Infocus Securities Australia Pty Ltd Current 2018-08-30
CRAIG STEVEN MELDRUM Infocus Securities Australia Pty Ltd Current 2018-08-22
JEFFREY WILLIAM MITCHELL Infocus Securities Australia Pty Ltd Current 2018-08-22
REGINALD ARTHUR SHERIDAN Infocus Securities Australia Pty Ltd Current 2018-08-21
SCOTT DAVID MALCOLM Infocus Securities Australia Pty Ltd Current 2018-08-21
DAVID WARREN MCNEICE Infocus Securities Australia Pty Ltd Current 2018-08-21
MICHAEL LOUIS SCHEMBRI Infocus Securities Australia Pty Ltd Current 2018-08-21
NATHAN WHITFIELD Infocus Securities Australia Pty Ltd Current 2018-08-21
STEVEN JAMES MARTIN Infocus Securities Australia Pty Ltd Current 2018-08-21
ROSS KONTOMINAS Infocus Securities Australia Pty Ltd Current 2018-08-07

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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.