Financial Adviser
· SYDNEY, NSW
Warner Leung
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004248
Warner Leung is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Warner is currently authorised under Apt Wealth Partners Pty Ltd. Warner 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 of Australia. Warner is a member of Financial Advice Association of Australia (FAAA).
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
2007
Taxation (BLW22 Taxation Law)
Curtin University
2009
Bachelor of Finance (Business Finance)
University of Newcastle
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Certified Financial Planner
Financial Planning Association of Australia
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Master of Applied Finance
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan
2022
Commercial Law (TASACLv2 Commercial Law)
Kaplan