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- Steve King Tong Leung
Steve King Tong Leung
- Name
- Steve King Tong Leung
- ID
- 1003849
- ABN
- –
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1990 - Bachelor of Management - Bachelor Honours Degree (AQF 8) - Northland Open University
- 2007 - Certified Financial Planner - Professional Designations - Financial Planning Association
- 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
- 2008 - SMSF Adviser Education Program - - Financial Essentials
- 2010 - Margin Lending and Geared Investments - - Kaplan Education Pty Ltd
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Planning Association (FPA) - Certified Financial Planner
- Financial Services Institute of Australia (FINSIA)
Licencee
- Status
- Ceased
- Licence Holder
- Infocus Securities Australia Pty Ltd (#236523)
- Commenced
- March 16, 2018
- Ceased
- May 24, 2021
- Status
- Current
- Licence Holder
- Interprac Financial Planning Pty ltd (#246638)
- Commenced
- May 25, 2021
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Nov. 8, 2013
- Ceased
- Dec. 14, 2015
- Status
- Ceased
- Licence Holder
- Infocus Securities Australia Pty Ltd (#236523)
- Commenced
- Oct. 16, 2017
- Ceased
- March 15, 2018
- Status
- Ceased
- Licence Holder
- Investors Direct Financial Planning Pty Ltd (#385827)
- Commenced
- Oct. 5, 2016
- Ceased
- Oct. 6, 2017
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- March 20, 2010
- Ceased
- Oct. 25, 2013