Financial Adviser · CHATSWOOD, NSW

Steve King Tong Leung

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003849

Steve King Tong Leung is a financial adviser based in Chatswood, New South Wales, with 21 years of experience in the financial services industry. Steve is currently authorised under Interprac Financial Planning Pty Ltd. Steve holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Steve is a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and Financial Services Institute of Australia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1990
Bachelor of Management
Northland Open University
2007
Certified Financial Planner
Financial Planning Association
2008
Graduate Diploma of Financial Planning
FINSIA
2008
SMSF Adviser Education Program
Financial Essentials
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd

Registration History

May 2021 - Present Current
Mar 2018 - May 2021 Ceased
Direct Equities excludes direct equities advice
Oct 2017 - Mar 2018 Ceased
Direct Equities excludes direct equities advice
Oct 2016 - Oct 2017 Ceased
Nov 2013 - Dec 2015 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Mar 2010 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register