WARNER LEUNG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Taxation (BLW22 Taxation Law) - Other - 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 - Masters Degree (AQF 9) - Kaplan Professional Education
2020 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan
2022 - Commercial Law (TASACLv2 Commercial Law) - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.