Financial Adviser · MALVERN EAST, VIC

Daniel Yung Soon Leow

22 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001003847

Daniel Yung Soon Leow is a financial adviser based in Malvern East, Victoria, with 22 years of experience in the financial services industry. Daniel is currently authorised under Capstone Financial Planning Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel holds a Bachelor of Business (Financial Planning) from RMIT. Daniel 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business (Financial Planning)

RMIT

Registration History

Capstone Financial Planning Pty Ltd

Feb 2020 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Commonwealth Financial Planning Limited

Oct 2004 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register