Jeffrey Leung Financial Planner Report

Name:
Jeffrey Leung

Rep Number:
000246026

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2011-12-17 onwards

Location:
Croydon, Sydney, NSW, 2132

ABN:
62 920 791 768

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
CFP Practice Knowledge Exam
Sealcorp
Estate Planning
Sealcorp
Insurance
St George Bank
Margin Lending
University Western Sydney
The Process of Financial Planning

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)