Financial Adviser · MELBOURNE, VIC

Steven Leung

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001372

Steven Leung is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Steven is currently authorised under Australian Executor Trustees Limited, operating through Australian Executor Trustees. Steven holds authorisations to advise on superannuation, managed investments, securities and government bonds, as well as tax financial advice services (TFAS). Steven's qualifications include a CFP from Financial Planning Association of Australia. Steven is a member of FINSIA (Financial Services Institute of Australasia) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002
Graduate Diploma in Applied Finance and Investment
Securities Institute
2008
CFP
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Financial Adviser Exam
FASEA

Registration History

May 2023 - Present Current
Jun 2015 - Aug 2020 Ceased
Apr 2015 - Sep 2025 Ceased
Mar 2014 - Apr 2021 Ceased
Mar 2012 - Jul 2014 Ceased
OCTILLION PARTNERS PTY LTD
Jan 2011 - Oct 2011 Ceased
SUPERPARTNERS PTY LTD
Feb 2009 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register