Financial Adviser
· NORTH SYDNEY, NSW
Claudia Chau Leung
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232220
About Claudia Chau Leung
Claudia Chau Leung is a financial adviser based in North Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Claudia is currently authorised under Lifespan Financial Planning. Claudia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Claudia's qualifications include a Bachelor of Commerce from University of Sydney. Claudia is a member of CPA Australia (CPA) and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Sydney
2002
Count Wealth Accountants Introductory Training Course
Count Wealth Accountants
2014
SMSF Specialisation Course
UNSW Australia
2026
Certified Practising Accountant
CPA
Registration History
Source: ASIC Financial Advisers Register